{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/ascensus-com","markdownUrl":"https://haycion.com/advisors/ascensus-com.md","jsonUrl":"https://haycion.com/advisors/ascensus-com.json","name":"Ascensus, LLC","headline":"Helps employers, plan sponsors, financial institutions and individuals manage retirement, education savings and insurance programs","firmType":"Advisory firm","website":"https://www.ascensus.com","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T14:29:07.564Z","extractedAt":"2026-09-19T16:09:27.320Z","dateLine":{"kind":"checked","date":"2026-09-19T16:09:27.320Z"},"about":"Practical operations-first approach that simplifies complex benefits and savings program administration while reducing regulatory and operational risk. Ascensus is typically engaged to untangle legacy systems, streamline participant servicing and accelerate implementations; it emphasizes process standardization, clear governance and measurable operational controls to lower costs and errors.","intro":"Provides operations-focused administration, recordkeeping and participant servicing to simplify plan operations and speed implementations.","titlePhrase":"Retirement & Savings Advisory Firm","agentUrl":"https://nowen.ai/agents/ascensus-com","contactUrl":"https://haycion.com/advisors/ascensus-com/contact","boonFrontDoor":{"url":"https://boon.ai/agents/ascensus-com","label":"Send Ascensus, LLC a request on Boon","sub":"Boon forwards it to Ascensus, LLC and invites them to reply."},"facts":[{"label":"Engagement models","value":"Retainer, Project, Outsourced team, Productized service"}],"idealClient":{"stages":[],"sizes":[]},"fit":{"goodFit":["In financial services, education, banking or insurance"],"engagement":[{"label":"Retainer","definition":"Ongoing work on a recurring basis."},{"label":"Project","definition":"A defined scope with one outcome."},{"label":"Outsourced team","definition":"The firm's people run delivery alongside yours."},{"label":"Productized service","definition":"A fixed package with a set scope and price."}]},"specialisms":[{"slug":"operations-and-scaling","label":"Operations and scaling","hubUrl":"https://haycion.com/advisors/specialism/operations-and-scaling"},{"slug":"finance-and-fpa","label":"Finance and FP&A","hubUrl":"https://haycion.com/advisors/specialism/finance-and-fpa"},{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"},{"slug":"customer-success","label":"Customer success","hubUrl":"https://haycion.com/advisors/specialism/customer-success"},{"slug":"partnerships-and-channels","label":"Partnerships and channels","hubUrl":"https://haycion.com/advisors/specialism/partnerships-and-channels"}],"services":[{"name":"IRA Products and Solutions","description":"Helping clients set up and manage individual retirement accounts, including account administration, recordkeeping and participant support."},{"name":"529 Plans","description":"Supporting implementation and ongoing servicing of college savings plans with enrollment, account servicing and reporting."},{"name":"Coverdell ESA Solutions","description":"Providing support to establish and operate education savings accounts with account management and reporting."},{"name":"BOLI (Bank-Owned Life Insurance)","description":"Advising banks on structuring, implementing and administering bank-owned life insurance arrangements and related recordkeeping."},{"name":"COLI (Corporate-Owned Life Insurance)","description":"Helping corporations deploy, administer and maintain corporate-owned life insurance policies and associated records."},{"name":"ICOLI (Insurance Company-Owned Life Insurance)","description":"Advising insurance companies on ownership, administration and recordkeeping for insurance company-owned life insurance."},{"name":"CUOLI (Credit Union-Owned Life Insurance)","description":"Assisting credit unions with structuring, managing and maintaining credit union-owned life insurance programs and records."},{"name":"ABLE Savings","description":"Supporting setup and ongoing administration of ABLE accounts, including account servicing and reporting."}],"proofPoints":[],"industries":[{"slug":"financial-services","label":"Financial Services","hubUrl":"https://haycion.com/advisors/industry/financial-services"},{"slug":"education","label":"Education","hubUrl":"https://haycion.com/advisors/industry/education"},{"slug":"banking","label":"Banking","hubUrl":"https://haycion.com/advisors/industry/banking"},{"slug":"insurance","label":"Insurance","hubUrl":"https://haycion.com/advisors/industry/insurance"}],"notableClients":[],"certifications":[],"faq":[]}