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Business Profile

Retirement Planning Services

Ascensus

Headquarters

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

Reviews

This profile includes reviews for Ascensus's headquarters and its corporate-owned locations. To view all corporate locations, see

Find a Location

Ascensus has 14 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    • Ascensus

      200 Dryden Rd E Dresher, PA 19025-1044

    • Ascensus

      4999 Louise Dr Ste 205 Rossmoyne Corporate Center Mechanicsburg, PA 17055-6907

    • Ascensus

      4135 N Front St Harrisburg, PA 17110-1616

    • Ascensus Inc

      404 Camino del Rio S Ste 608 San Diego, CA 92108-3556

    • Ascensus Inc

      5832 Bolsa Ave Ste 100 Huntingtn Bch, CA 92649-1181

    Customer Review Ratings

    1.08/5 stars

    Average of 76 Customer Reviews

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    Review Details

    • Review fromSeth S

      Date: 12/05/2024

      1 star
      Ascensus has refused to give me access to my mother's 401K after she passed away. She assigned me as her beneficiary when her account was at ******** but since ******** sold her account after her passing, they refuse to give me her money. I've spoken to their customer service 30+ times over 5 months and no luck. Every *** is so nice but completely useless, and their legal department has actively wasted hours of my time. Please please please if you have the chance to interact with this company, run in the exact opposite direction.
    • Review fromMaryam N

      Date: 12/02/2024

      1 star
      Ascensus is a gost company, I have tried to roll over my money that ******** had sent to them for over 3 months, and they do not do it. they are constantly coming up with a different excuse and hang up on **** have a case number to speak to a supervisor, its over 15 days, no one had called me back. Now I have an escalation number on top of my case number. It s a joke I have an email confirming that they WILL roll over my money in 12 days, its been over 15 days. *********** they are telling me it will be Rolled over on Dec. 17th. Yet they refuse to send an email confirming that.They are using the name ******** on their website to get credential. I gave my retirement money to ********, a reputable company, not Ascensus, a gost company.I keep Vanguard responsible as well for 2 reasons: 1- Their name in on Ascensus website, 2: most importantly, they have sent my money to a gost company.Not that they have 0 star, I want a to file a legal claim.
    • Review fromRoss D

      Date: 11/27/2024

      1 star
      After 52 years of employment and dealing with multiple retirement account administrators, I must say Ascensus ranks as the worst. Our companys 401k with ************* recently merged with Ascensus. Following a reasonable transition period, I checked my account online and discovered a $100k shortfall in my 457B account. When I called their support line, the representative was unable to explain the missing funds. Shockingly, she suggested that I might have been mistaken about the amount I believed I had. Unbelievable! When I calmly posed another question, she hung up on me. I called back to speak with a supervisor but have yet to hear from Ascensus. My next step is to contact the *******************'s **** and file a formal complaint. This behavior is unacceptable and unprofessional.
    • Review fromTABITHA J

      Date: 11/26/2024

      1 star

      TABITHA J

      Date: 11/26/2024

      If I could do minus zero, I would. My former company uses Acsensus...( HUGE mistake.) I wanted to do a simple rollover of my funds. Not even a big amount. I needed my **** to go into one institution and my 401 to go to another. These morons sent one check to one institution to my address. We have been back and forth with their incompetent "representatives" who promised to help. NOTHING. 6 months later...still battling. They apparently cannot read, nor comprehend. We requested a letter of indemnity so we could send back the funds to get TWO checks sent to TWO separate institutions. I received many emails asking why the check was returned. They OBVIOUSLY cannot see that both check numbers are duplicate!!! After talking to another "representative" yesterday....I yet received in the mail, the check that we had sent back to them so that they could separate the funds! If they are supposedly experts...how can they not know that you cannot conjoin pre-tax 401K and ****?????

      Ascensus

      Date: 12/02/2024

      I apologize you had difficulties with your withdrawal request;I have met with our operations team, and they have informed me they are working with you to reprocess the distribution.   This matter should be resolved soon. If you have any additional concerns, please dont hesitate to reach out to your participant service team.
    • Review fromCole Y

      Date: 11/22/2024

      1 star
      Ascensus is refusing to transfer my i401k to ******, which they purchased without my consent from ********. I have been waiting months!
    • Review fromCarrie A

      Date: 11/21/2024

      1 star
      Tried canceling 3 years in a row. Never processed by them. Still billed me. Finally faxed termination and another weird non applicable form. And they charged another $250!!! Horrible company!! ******** customer service. I think its a scam Id give 0 stars if I could!!!!!
    • Review fromGr L

      Date: 11/13/2024

      1 star
      These company doesn't deserve to be in business. Unethical, immoral, deliberatley ncompent obstructive and deceptive, all by intent. They refuse to transfer my release my 401ki funds that they purchased from Vangnuard WITHOUT MY CONSENT!. At every step of the way they create another obstacle despite my having done verything properly. I've spent 2 month trying to get my life savings back back to no avail. Why is this even legal?
    • Review fromTom R

      Date: 11/12/2024

      1 star
      The WORST financial services company. DO NOT use this company, it is impossible to get a live human on the phone and there is nothing on their phone menu that pertains to the issue I'm dealing with.I've spent 10 hours so far trying to resolve this and still not resolution. My 401k account is being held hostage, their business practices are criminal.
    • Review fromBen J

      Date: 10/17/2024

      1 star
      Absolutely atrocious customer service system. I had my account locked and spent over 5 hours in a 2 week time span and after talking with multiple representatives and 5 (and counting) calls, I still don't have the situation solved. Whoever is in charge of there customer service system should be fired and reflects the business as a whole. If I could give negative stars, I would give -100.I can't close my account fast enough.
    • Review fromTERRY C

      Date: 10/07/2024

      1 star

      TERRY C

      Date: 10/07/2024

      Six calls later, Im still waiting to speak to a customer rep. **** they auto-called back, nobody was on the phone. Then, one rep transferred me to a company in ******. Their call center is one of the worst Ive experienced in a long ******* sorry my two accounts got transferred to them from ********.

      Ascensus

      Date: 10/08/2024

      I am sorry to hear you are having difficulties reaching our service team, I have forwarded your concerns to our participant service team and asked that they reach out to you to discuss your specific situation.

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