Establish Services
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02/27/2025
New for 2025!
Enhancements to our Plan Establishment Kits
Ascensus Retirement Services
Ascensus, a leading retirement plan solutions provider, will act as the pre-approved sponsor for your client's retirement plan document. As one of the largest qualified retirement plan platforms in the country, we offer many plan design options to help create a plan that meets anyone's needs.
Contact Us
For Document (Only) Service questions, please contact our client service team using one of the below methods.
866-775-9118
Monday–Friday
8:00 a.m.–4:00 p.m. CT
Fax:
218-825-5713
pershingplandocs@ascensus.com
For Individual(k) Document with Recordkeeping Service questions, please contact our client service team using one of the below methods.
800-345-6363, option 1
Monday–Friday
8:00 a.m.–5:00 p.m. CT
Fax:
218-855-6010
individual_k@ascensus.com
Ascensus Retirement Services
Establish Services
Next Steps
Forms
Service Overview
Contact Us
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