#1
largest independent recordkeeping services provider in the United States1
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.
First Citizens is committed to providing retirement plan solutions that help plan participants work towards their savings goals. In 2019, First Citizens 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.
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.
largest independent recordkeeping services provider in the United States1
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
years of industry experience3
in assets under administration3
retirement plans administered3
retirement plan participants served3
1Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2023. December 2023.
2PLANSPONSOR. 2023 Defined Contribution (DC) Survey. February 2024.
3As of March 31, 2024.
For a transition timeline and additional details, visit your Timeline page.