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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 Inc

      3131 Camino del Rio N Ste 1040 San Diego, CA 92108-5711

    • Ascensus Inc

      3131 Camino del Rio N Ste 1040 San Diego, CA 92108-5711

    • FuturePlan by Ascensus

      3131 Camino del Rio N Ste 1600 San Diego, CA 92108-5746

    • Ascensus

      101 W Broadway Ste 1420 San Diego, CA 92101-8215

    Customer Review Ratings

    1.08/5 stars

    Average of 78 Customer Reviews

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    Leave a Review

    Review Details

    • Review fromHarry W

      Date: 12/28/2023

      1 star

      Harry W

      Date: 12/28/2023

      I submitted paperwork for withdrawal from my 401k account over two weeks ago. I called last week to see if paperwork had arrived. I was put on hold and was told wait was approximately 40 minutes. I waited for more than 1 1/2 hours and finally gave up. I looked online at my account early this week and saw withdrawal amount was subtracted from my account. Under withdrawal section it said I had no withdrawals and there was nothing anywhere that had info as to when withdrawal was subtracted and if check was sent out.. I called today and was told approximate wait time was 12 minutes. I chose the call back option without losing my place in line. I have waited over 1 hour with no call back. This customer service is atrocious.

      Ascensus

      Date: 12/29/2023

      I apologize you were having difficulties obtaining information about your withdrawal request. I have sent you an email with the information you are looking for. I have also forwarded your concerns to our service teams. Thank you for your patience as we work through higher-than-normal call volumes. We appreciate your business and look forward to providing you with the quick and efficient service you are looking for.
    • Review fromScott S

      Date: 12/20/2023

      1 star

      Scott S

      Date: 12/20/2023

      Horrible people to deal with!! File for a distribution withdrawal and been waiting for a month now to get the money. They need to balance a 6 dollar difference and it is taking forever with no communication when its fixed. This was a mistake on there part. I may pull out and roll my money somewhere else. Accountants who cant balance out 6 dollars? What a joke!!!

      Ascensus

      Date: 12/21/2023

      I apologize for your experience withdrawing your funds not meeting your expectations, I have forwarded your concerns to our participant service team and asked that they reach out to you to discuss your specific situation.
    • Review fromGreg H

      Date: 12/11/2023

      1 star
      HORRIBLE service. It shouldn't take two weeks to make a transfer from a company 401k to a personal IRA. In the time of ETF's and wires, this should take 3 days max! When I complained, the answer was, this is our std process. Well fix the outdated process! They apparently couldn't care less. and this wasn't from the peon. I would recommend ANYBODY else.
    • Review fromStacie M

      Date: 11/27/2023

      1 star

      Stacie M

      Date: 11/27/2023

      The company I work with was recently transitioned to Ascensus. Really bad customer service. Before the transfer, it was easy to reach someone to have any questions answered quickly and efficiently. At Ascensus, it is impossible to get in touch with anyone. You will simply be on hold for eternity....

      Ascensus

      Date: 11/28/2023

      Im sorry your initial experience with Ascensus didnt meet your expectations, I had forwarded your concerns to our service teams. Thank you for your patience as we work through higher-than-normal call volumes. We appreciate your business and look forward to providing you with the quick and efficient service you are looking for.
    • Review fromBehnaz Y

      Date: 10/31/2023

      1 star
      The worst company I’ve dealt with. They keep charging you for work they barely complete and you have to do all the data collection. Their data sets are not updated so you have to start from scratch with the census every year. After plan termination in May 2023, due to sale of my business they charged me twice for plan termination and yearly services in full. A bunch of thieves!!!
    • Review fromFrank C

      Date: 10/18/2023

      1 star
      The worst customer experience imaginable. 1.5hr hold times to speak with the "Customer Care Team" should be the we dont care team. The supervisor/specialist shutting down my companies account specialist... did not even think that kind of wait was a bad thing.... plus the company drags its feet with endless excuses why they cannot distribute the $ to my employees and terminate the plan.... oh and charge 1800 dollars then cash the check and then say they didnt get it for 2 weeks after it cleared. Poorly run, miserably administered and managed company..... I would NOT sign up for their services..... They bought PAI which was a GREAT company and have ruined the experience. Too bad I cannot give ZERO stars.
    • Review fromShandea U

      Date: 10/11/2023

      1 star

      Shandea U

      Date: 10/11/2023

      0 stars, but since I must leave one. I am filing a complaint with the **** against this company. They seem to play games with folks hard earned money. Its unfortunate that they haven't already been investigated to the point where an audit was conducted. I'm also looking to start a lawsuit or join one ongoing.

      Ascensus

      Date: 10/17/2023

      I apologize that your experience with Ascensus did not meet your expectations, I have forwarded your concerns to the our participant service team and asked that they reach out to you to discuss your specific situation.
    • Review fromJonathan J

      Date: 10/05/2023

      1 star
      Got them all the information needed for filing my Form 5500 eight months ago, and they still haven't done it. These people are terrible. They rarely respond back to email in a timely manner. They do nothing else in a timely manner. I literally don't understand what they believe they do to earn what I am forced to pay them.
    • Review fromBrad A

      Date: 10/03/2023

      1 star
      This company is a third party company that has no customer service skills and does not care about humanity. There business ethics out poor and they tell you the same story everytime you call them they leave cases unfinished for months never use future plan cause your future will be a disaster if you use this company.
    • Review fromTeri H

      Date: 09/22/2023

      1 star

      Teri H

      Date: 09/22/2023

      Our plan just migrated from *** (which was amazing) to Ascensus. So far, I have not gotten instructions to set the company site up. I have called and was on hold the first time for 1 1/2 hours and the second time for 2 hours. I finally left a message both times days ago with no response. I cannot even add employee deferrals since I cannot get a hold of anyone. I contacted our broker who also was on hold for 2 hours and left a message. They have not been called back either. This is a ***** contrast to the service we were getting and we expect. I suspect we won't be with them long.

      Ascensus

      Date: 10/17/2023

      Im sorry your initial experience with Ascensus didnt meet your expectations, I had forwarded your concerns to our client service team who have indicated to me that they have reached out to you to address. If you have any additional concerns, please dont hesitate to reach out to your client service team.

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