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.

Next Steps

Document Delivery
Ascensus will deliver all documents and amendments electronically. When the documents are ready, the employer will receive an email with a link to a secure site to access the documents.
Electronic Signature
The employer will be asked to electronically complete and sign all required documents. The electronic submission and signature technology is provided by Sertifi. Sertifi is a leader in online document eSignature solutions. Sertifi’s eSign Solution encryption technology meets the standards set by the financial services industry and the Government Paperwork Elimination Act. You can learn more about Sertifi at
Client Initiated Amendments
If employers want to amend their existing pre-approved plan documents (e.g., change plan's vesting schedule), they should call Ascensus for instructions on submitting the request.