Tailored services
You'll gain access to many services designed to meet the objectives of your unique business.
Many of the Newport features and services you and your participants value today will continue to be part of your experience going forward. In November, your retirement plan will be migrated to the Ascensus recordkeeping platform where you'll see how our unique approach—using the best of the best from each of our organizations—will deliver ongoing benefits including:
Encourage better saving practices with innovative solutions like the READYSAVETM retirement plan mobile app and an award-winning financial wellness program.
You have the freedom to choose the services and investments that work for your plan.
You'll gain access to many services designed to meet the objectives of your unique business.
Your plan’s fund lineup is up to you and your financial advisor. As an independent organization, we offer an open architecture platform for selecting investments.
You'll continue to have access to personalized investing options and financial wellness capabilities to help your participants meet their savings goals.
Everyone deserves to feel financially secure. Ascensus is here to help more people get there. For more than 40 years, we've served organizations like yours to help participants prepare for a more secure retirement.
As a stronger, unified organization, we're now better positioned than ever to advance this mission.
largest independent recordkeeping services provider in the United States1
Best in Class awards, for retirement plans up to $200 million. Most won among all retirement plan providers for plans up to $50 million.2
years of industry experience3
in assets under administration3
retirement plans administered3
retirement plan participants served3
1Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2023. December 2023.
2PLANSPONSOR. 2023 Defined Contribution (DC) Survey. February 2024.
3As of March 31, 2024.
For a migration timeline and additional details, visit your Timeline page.