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Ascensus

 
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Ascensus

7651 Universal Road
Baxter, MN 56425 | View on Google Maps
Joe Doolittle Joe Doolittle
(800) 346-3860

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For more than 40 years, Ascensus has delivered comprehensive IRA and HSA education and solutions to the banking industry. The firm's solutions offer capabilities to streamline operations while maintaining regulatory compliance. Ascensus helps people save for what matters—retirement, education, and healthcare. The firm offers tailored solutions that meet the needs of financial institutions, state governments, financial advisors, employers, and individuals. Ascensus supports more than 114,000 retirement plans, more than 6 million 529 education savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1 million IRAs and more than 669,000 consumer-directed health (CDH) plans. As of September 30, 2020, Ascensus had more than $347 billion in total assets under administration. For more information about Ascensus, visit ascensus.com.

Member Since: 2014
 

 
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  • Our Team
  • 2024-27 Strategic Plan
  • Boards & Committees
  • History
  • Contact
  • 2025 DC Trip
  • Government Relations
  • Advocacy & Issues >
    • Credit Unions
    • Interest on Trust Accounts (IOTAs)
    • Trust & Wealth
  • 2025 Capitol Day + Capitol Night
  • Member Login
  • Member Lookup
  • Join >
    • Bank
    • Trust Membership
    • FBHC Pool
    • Associate
    • Endorsed Partnership
  • Job Board
  • Endorsed Products Services
  • Our Products
  • Health Benefits Pool
  • HR Resources
  • Rental Car Discounts
  • Helpful Links
  • Disaster Preparedness & Recovery Resources
  • Financial Literacy Month
  • Banking News
  • Magazine
  • Advertising
  • Newsletter
  • Calendar
  • 2025 Planning Guide
  • BankGrow Expo
  • Annual Meeting >
    • Silent Auction
    • Golf Outing
  • 2025 DC Trip
  • 2025 FBEF Welcome Reception
  • 2025 Capitol Day + Capitol Night
  • CFO Forum
  • Women in Leadership Conference
  • Trust Wealth Management Conference
  • Speaker Bank
  • Cancellation Policy
  • Events by Date
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  • Schools >
    • School of Banking
    • Trust & Wealth Management School
    • Online Student Portal
  • Webinars
  • Educational Foundation (FBEF)
  • FSU Juris Master Program
  • Cancellation Policy