It’s official! Your retirement plan migration to Ascensus is complete.
Go to secure.ascensus.com/login/sponsor and log in with the same username and password you’ve always used to access your plan.

Resources to make your migration easier

PARTICIPANT RESOURCES

Participant Migration Webpage Share this dedicated migration webpage link with your participants.
Sample Message to Participants Tell participants about their migration webpage with a pre-drafted message you can copy and paste.
Fractional Deferral and Investments Flyer In October, we’ll email participants who have fractional percentages or dollar amounts for their deferral and/or investment elections. This flyer provides more information.
Mark Your Calendar Flyer Remind participants about your plan’s move, future enhancements, and the resources available on their migration webpage.
Participant Checklist This checklist provides some key guidelines to help plan participants navigate the new recordkeeping platform. It includes essential steps for accessing and managing their accounts, updating investment elections, beneficiary information, savings rates, and utilizing the READYSAVE™ mobile app.

INFORMATION

Please note, the materials below may not apply to all plans.

Reporting Overview
Payroll Vendor List
Payroll Instructions: Manual Entry
Payroll Instructions: File Upload
Payroll Side by Side Comparison: File Upload
Financial Wellness Plan Sponsor Flyer
Blackout Notice
New - Sponsor Help Center

VIDEOS

Plan and Participant Websites Preview

Familiar look and feel combined with intuitive experiences and new ways to save.

Payroll Contribution File Upload Demo

 However you prefer to submit payroll contributions, Ascensus is ready to go.

Your Plan Migration – Ascensus

See what you can look forward to when your plan moves to Ascensus.

COMMUNICATIONS

Don't miss an update. Review the communications below to stay informed.

Please note, you may have received additional information specific to your plan that is not shown in the samples below. Each link indicates the date the email was sent so you can easily locate it in your inbox and review any plan-specific messages, as applicable.

PLAN SPONSOR

2024
July 25
August 15
September 17
October 22
November 5
November 14
November 18