# Ascensus, LLC: Helps employers, plan sponsors, financial institutions and individuals manage retirement, education savings and insurance programs

> Ascensus, LLC is a leading independent provider of retirement plan administration, recordkeeping, and related education savings and insurance services.

- Firm type: Advisory firm
- Website: https://www.ascensus.com
- Listing: unclaimed

## Specialisms

- Operations and scaling
- Finance and FP&A
- Technology and data
- Customer success
- Partnerships and channels

## Engagement models

- Retainer
- Project
- Outsourced team
- Productized service

## Industries served

- Financial Services
- Education
- Banking
- insurance

## Services

- IRA Products and Solutions: Comprehensive solutions for efficient IRA administration and compliance.
- 529 Plans: Help families save for education with tax-advantaged 529 plan administration.
- Coverdell ESA Solutions: Streamline education savings for families with comprehensive Coverdell ESA solutions.
- BOLI (Bank-Owned Life Insurance): BOLI programs to optimize employee benefits funding while achieving tax advantages.
- COLI (Corporate-Owned Life Insurance): COLI solutions to optimize nonqualified benefits costs with tax-advantaged strategies.
- ICOLI (Insurance Company-Owned Life Insurance): Tailored ICOLI programs to support tax-efficient investment strategies for insurers.
- CUOLI (Credit Union-Owned Life Insurance): CUOLI programs designed to optimize employee benefit expenses for credit unions.
- ABLE Savings: ABLE savings programs that empower individuals with disabilities to save while maintaining eligibility for federal benefits.

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Canonical: https://haycion.com/advisors/ascensus-com
Source: Haycion Advisor Network, https://haycion.com/advisors
Listing extracted: 2026-09-19