Resources to make your migration easier
Participant Resources
- Participant Migration Webpage
Share this dedicated migration webpage link with your participants. - Sample Message to Participants
Tell participants about their migration webpage with a pre-drafted message you can copy and paste. - Fractional Deferral and Investments Flyer
In October, we’ll email participants who have fractional percentages or dollar amounts for their deferral and/or investment elections. This flyer provides more information. - Mark Your Calendar Flyer
Remind participants about your plan’s move, future enhancements, and the resources available on their migration webpage. - Participant Checklist
This checklist provides some key guidelines to help plan participants navigate the new recordkeeping platform. It includes essential steps for accessing and managing their accounts, updating investment elections, beneficiary information, savings rates, and utilizing the READYSAVE™ mobile app.
Information
Videos
Plan and Participant Websites Preview
Familiar look and feel combined with intuitive experiences and new ways to save.
Payroll Contribution File Upload Demo
However you prefer to submit payroll contributions, Ascensus is ready to go.
Your Plan Migration – Ascensus
See what you can look forward to when your plan moves to Ascensus.
Communications
Don't miss an update. Review the communications below to stay informed.
Please note, you may have received additional information specific to your plan that is not shown in the samples below. Each link indicates the date the email was sent so you can easily locate it in your inbox and review any plan-specific messages, as applicable.
EMPLOYER
July 29
August 15
September 18
October 22
November 5
November 14
November 18