Helping millions save for a better future.

As the nation's largest independent recordkeeping services provider, third-party administrator, and government savings facilitator, Ascensus has a unique perspective on how people are saving for the future.

Inside America's savings plans

Our data shows how individuals are leveraging tax-advantaged savings vehicles to prepare for their near- and long-term goals. It also highlights how thoughtful plan design can impact savings outcomes and plan engagement.

259,300+

Retirement plans served, with a focus on helping Americans save for the future

7.6+ million

529 education savings accounts*

23

ABLE plans administered*

As of 09/30/2024

Source for data unless otherwise noted: Ascensus platform, as of 12/31/2022

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