List of Ascensus Retirement Recordkeeping Customers
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United States
Since 2010, our global team of researchers has been studying Ascensus Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Ascensus Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Ascensus Retirement Recordkeeping for Retirement Recordkeeping include: Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, T. Rowe Price, a United States based Banking and Financial Services organisation with 8084 employees and revenues of $7.09 billion, CalSavers US, a United States based Government organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Ascensus Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Ascensus Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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CalSavers US | Government | 10 | $1M | United States | Ascensus | Ascensus Retirement Recordkeeping | Retirement Recordkeeping | 2018 | n/a |
In 2018, CalSavers US appointed Ascensus to administer California's state sponsored retirement savings program and to provide program administration, IRA servicing, and recordkeeping. The engagement delivered Ascensus Retirement Recordkeeping as the platform for the program, Category .
Implementation centered on configuring program administration, IRA servicing, and recordkeeping capabilities, including participant onboarding, account establishment, contribution processing, and managed IRA servicing workflows consistent with retirement recordkeeping practice. The deployment included automation of enrollment orchestration and payroll collection workflows to support automatic enrollment for eligible employees. Ascensus Retirement Recordkeeping was provisioned to support ongoing servicing, contribution reconciliation, and participant communications.
Operational scope was statewide across California, aligned to a contract overseen by the CalSavers Board to enable coverage for millions of private sector employees and to simplify employer reporting and payroll remittance responsibilities. Business functions impacted included program operations, employer services, participant services, and state oversight. Governance was conducted through the CalSavers Board contract structure, coordinating vendor responsibilities with program rollout objectives.
The contract supported the state's rollout and was intended to help millions of private sector employees gain access to an automatic retirement savings vehicle. The implementation role for Ascensus focused on sustained recordkeeping and IRA servicing to operationalize the program at scale.
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | Ascensus | Ascensus Retirement Recordkeeping | Retirement Recordkeeping | 2022 | n/a |
In 2022, Franklin Templeton implemented Ascensus Retirement Recordkeeping to host its Personal Retirement Path managed account services in the United States. The deployment placed Franklin Templeton's managed-account offering on Ascensus' open-architecture recordkeeping platform to enable advisor delivery and personalization at scale, and the work is identified with Ascensus Retirement Recordkeeping in the account infrastructure record. Apps Category
Configuration centered on Ascensus Retirement Recordkeeping and Ascensus' managed-account infrastructure, with functional emphasis on recordkeeping modules for account servicing, managed-account operations, advisor-facing delivery workflows, and participant reporting and communications. The implementation leveraged the open-architecture design to support advisor distribution and personalized retirement solutions without specifying named third party integrations.
Operational scope was focused on the United States and on Franklin Templeton's Personal Retirement Path managed-account product and advisory channels. Governance and operational coordination were structured to centralize managed-account servicing on Ascensus' platform while aligning Franklin Templeton product teams to advisor delivery and personalization workflows to scale advisory distribution.
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T. Rowe Price | Banking and Financial Services | 8084 | $7.1B | United States | Ascensus | Ascensus Retirement Recordkeeping | Retirement Recordkeeping | 2024 | n/a |
In 2024, T. Rowe Price implemented Ascensus Retirement Recordkeeping to provide recordkeeping and account servicing for its four state-sponsored 529 plans. The implementation uses Ascensus Retirement Recordkeeping, Category .
The deployment centers on Ascensus' recordkeeping platform to support core recordkeeping and account servicing capabilities typical of a retirement and education savings recordkeeping solution. Functional modules include account administration, transaction processing for contributions and distributions, automated posting of account activity, periodic statement generation and tax reporting support, and customer account servicing workflows to manage beneficiary and owner requests.
Operational scope is explicitly the four state-sponsored 529 plans serving account owners in the United States, and the engagement is positioned to centralize recordkeeping operations across those plans. The work impacts plan administration and customer service functions, and the rollout leverages Ascensus' platform to deliver scale and enhanced account servicing for 529 plan account owners.
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Buyer Intent: Companies Evaluating Ascensus Retirement Recordkeeping
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