Message for plans who migrated in November 2024 and plans who will migrate in April 2025

If your retirement plan already migrated please access your plan website at secure.ascensus.com/login/sponsor. You can still come back to this migration website for helpful information and resources, but note that some information has been updated for plans migrating in April.

If your retirement plan is migrating in April 2025, bookmark this page and check back regularly for the latest updates and information about your upcoming move.

A smooth journey ahead

You can expect a smooth migration with minimal action required. Refer to this site—which will be periodically updated as we get closer to November—to view your timeline, as well as additional resources and support along the way.

Take a look at what's coming

January

Stay informed

Recently, we introduced you to Ascensus and shared some initial information about your plan’s migration. Now that your migration is set for April , we’re excited to begin sharing more information with you as we move ahead.

Be sure to visit the Resources and FAQs pages for previews of what’s ahead for payroll, participants, and additional information to help you run your plan with ease post-migration.

FEBRUARY-MARCH

Watch for important details

Before your plan moves to Ascensus, you’ll be informed of certain deadlines by which you can submit contribution files, distribution and loan requests, and other transactions prior to migration. We’ll share specific dates as we get closer.

APRIL

Setting up for success

Ahead of migration, we’ll email you all the details you need to access your new plan website and continue managing your plan.

Week of April 14: Complete migration

Your plan will securely migrate to the Ascensus recordkeeping platform. We’ll let you know as soon as your plan’s migration is complete.

A new financial wellness experience for participants

After migration, your plan will include an award-winning, holistic financial wellness program from Financial Finesse—a leading independent provider of unbiased workplace and financial wellness benefits. Employees can look forward to 100% confidential, unbiased guidance to improve their financial well-being, including and beyond retirement.

54%

increase in employees who are "on track to retire comfortably"

41%

increase in employees classified as "financially resilient"

34%

decrease in employees with "unmanageable financial stress"

Source: Financial Finesse Financial Wellness Think Tank, five-year study of engaged Financial Finesse users from 2016-2021. Financial resilience is defined as having a handle on cash flow, being comfortable with debt, paying credit card balances in full, and maintaining an emergency fund.