Ascensus Enhances Digital Experiences for Retirement Plan Clients and Their Employees

Refreshed Plan and Employee Websites Designed with Users’ Needs in Mind

Dresher, PAAscensus, the nation’s largest independent retirement plan and college savings services provider, is pleased to announce that it has launched enhanced digital experiences for its retirement plan clients and their employees.

Ascensus conducted in-depth user research, surveying employers, employees, third-party administrators, and financial advisors to learn what users really wanted from their retirement plan technology. This research indicated that employers visit their retirement plan website to complete specific tasks related to plan activity, such as submitting payroll, running reports, and approving pending items. When employees visit their retirement account website, they want to quickly and easily track their retirement savings progress.

The main focus of the updates was to centralize these items, streamline interactions, and make it easier for users to find what they need. Key enhancements include:

  • Intuitive home dashboards that highlight popular performance metrics and tools
  • Easy-to-understand language and visual aids that make information clear and meaningful
  • More options for customizing views and taking action

“We’ve made it even easier for our clients and their employees to find information so they can quickly take action and get back to their day,” states Steve Schweitzer, Ascensus’ senior vice president of marketing, product, and digital. “These enhanced experiences are simple by design—stripping away unnecessary complexity and giving users the tools to efficiently plan for the future.”

“The recent redesign of our plan and employee websites is just one component of the innovation our organization has planned for 2017,” states Bob Guillocheau, Ascensus’ president and chief executive officer. “Our clients—both current and prospective—can expect more digital enhancements in the future as part of our ongoing commitment to delivering technology that makes saving for the future easier.”


About Ascensus

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 7 million Americans save for the future. With more than 35 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 47,000 retirement plans, over 4 million 529 college savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1.5 million IRAs and health savings accounts and is home to one of the largest ERISA consulting teams in the country. For more information about Ascensus, visit

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