Ascensus

Ascensus is the largest independent recordkeeping services provider and retirement plan third-party administrator in the United States. The firm administers tax-advantaged savings programmes - covering retirement, education and healthcare - on behalf of financial institutions, state governments, advisers and employers, serving more than 16m savers and administering over $932 billion in assets. It employs more than 5,000 associates and draws on more than 45 years of experience in the field.

Its technical work is concentrated in recordkeeping and financial technology platforms built for savings administration, with an emphasis on flexibility, scale and data security. Alongside these systems, Ascensus provides market insights and analytics, together with administrative expertise intended to help partners expand their savings programmes.

The company's operating footprint is in the United States, spanning the retirement services, education savings and healthcare savings markets, as well as work with state treasurers' offices and employer benefit schemes. It describes its approach as partnership-led rather than competitive, with client success as the measure of its own. Three stated values govern its conduct: People Matter, Quality First, Integrity Always.