Welcome

PlanMember and Newport have a longstanding relationship working with plan sponsors to help employees achieve retirement readiness.

Now, we're excited to continue working together under the Ascensus brand, with Ascensus serving as the new recordkeeping platform provider for your PlanMember retirement plan.

We'll do the heavy lifting

There's not much for you to do and many of the features and services you and your employees value today will continue to be part of your experience going forward. In November, your plan will be migrated to the Ascensus recordkeeping services platform.

Over time, your experience will continue to evolve, with future enhancements making it even easier for you to manage your plan and encourage better savings practices for your employees.

PlanMember's commitment to you

PlanMember is committed to providing retirement plan solutions that help plan participants work towards their savings goals. In 2020, PlanMember teamed with Newport to expand and enhance the retirement services program. In 2022, Ascensus and Newport became part of a unified organization under Ascensus, a premier tax-advantaged savings program provider.

Meet Ascensus

Everyone deserves to feel financially secure. Ascensus is here to help more people get there. For more than 40 years, we've partnered with leading financial institutions to serve organizations like yours and help participants prepare for a more secure retirement.

Proven industry leadership and expertise

#1

largest independent recordkeeping services provider in the United States1

52

“Best in Class” awards, for retirement plans up to $200 million. Most won among all retirement plan providers for plans up to $50 million.2

40+

years of industry experience3

$723+ Billion

In assets under administration3

154,100+

retirement plans administered3

4.9+ Million

retirement plan participants served3

Retirement Leader

2022 Retirement Leader of the Year in the With Intelligence Mutual Fund & ETF Awards4

Top Advisor Choice

Winner in the recordkeeper category in the 2023 PLANADVISER Retirement Plan Adviser Survey5

1Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2021. March 2022.
2PLANSPONSOR. 2022 Defined Contribution (DC) Survey. March 2023.
3As of September 30, 2023.
4With Intelligence. With Intelligence Mutual Fund Industry & ETF Awards. June 2022.
5PLANADVISER. 2023 Retirement Plan Adviser Survey. March 2023.

What's next?

For a migration timeline and additional details, visit your Timeline page.