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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

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

    • Ascensus Inc

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

    Customer Review Ratings

    1.08/5 stars

    Average of 77 Customer Reviews

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    Review Details

    • Review fromJennifer P

      Date: 08/20/2025

      1 star
      On Friday 8/15/2025, I received an email from Ascensus stating my loan would be received on 8/20/2025. I paid the extra fee to have my loan expedited via ***. Since I did not receive any correspondence regarding my loan I called on 8/18/2025, I was told to call back after 6pm, to receive my tracking number. I called back and was told that there was not a tracking number processed and I could have leave a message for someone to call me back. I did not receive a call back. When calling today 8/20/2025 I was told that someone would contact me, I called 4 more times throughout the day and no one had a clue what was going on. I was told on my fourth call by to again call after 6pm, there would be a tracking number. I again called and the representative I spoke with was extremely hard to understand, he also didnt know what was going on. He told me the loan was mailed, I then said I paid a fee for the loan to be expedited, he told me there is no way for him to get the tracking number. With that being said, I was irate, I could hear him whispering to someone who was laughing in the background. My issue has not been resolved and I am disgusted with how no one in customer service support can help with my questions. This company is terrible!
    • Review fromJill C

      Date: 07/09/2025

      1 star
      This company is so horrible, they cannot even complete the most basic task. Their staggering incompetence is truly something. They will just pass the **** for a problem they caused until you get so livid youre just about to give up, and then you literally beg for someone to act like a barely decent human, of course they tried to get out of it, but finally relented into doing, you know, their job. Pathetic jokes. Not one shred of basic decency.
    • Review fromCheryl F

      Date: 06/09/2025

      1 star
      We also recommend not doing business with Ascensus in agreement with many leaving reviews. As part of the Vanguard transition. our ******* investments were "transferred in kind" into Ascensus ,now that we know that Ascensus lacks the investments we want to use and that their online reports are no more than an excel spreadsheet and they do not track the contribution dates accurately, we want to move our funds to a new ****************** Ascensus is unwilling to do a transfer in kind to a new account and we are going to lose thousands of dollars because of this. This is a true bait and switch since you can move your money to them but never can you move it anywhere else. They could provide what they thought were good options but all results in loss of thousands of dollars Please do not use their SEP *** accounts it will not serve you or your partners well. They claim to have been in this business a long time but their web portal and their processes look like they have just started in the SEP *** business. This is unacceptable in the financial world and for companies wanting to set up ********.
    • Review fromAaron M

      Date: 04/30/2025

      1 star
      DO NOT use Ascensus!!! I was forced into using them when ******** sold their record keeping over. I have been trying to roll over my 401k for OVER A MONTH and my funds are being held hostage by their stupid business practices and ignorance on financial products. I am rolling over to a self directed, solo 401k and NOBODY in this company has any idea what that means. They tried to tell me that doing this would be a taxable event and refused to issue the check to the correct payee. They sent this out and I was unable to cash the check. So my new provider sent it to me to correct and deposit but it was still not able to be cashed. So my new bank asked me to mail it to them, which I did, at which point it got lost in the mail. So they asked me to return the check in order to issue a new one. ***? Sure, let me just pluck it out of the "lost mail" bin I have on my desk. So I had to jump through some more hoops to get it reissued, they waited over a week to respond, (despite my multiple follow **** and then asked me to hand write a letter. I did that, and two days later they have now cut and mailed the check VIA REGULAR MAIL so now I'm waiting another 7-10 business days. *** SENDS A CHECK WORTH OVER $100k VIA REGULAR MAIL???? Because I am a small business, I literally did not have an option for any other method in the mail and they will not wire funds as a policy.I've said goodbye to over $15,000 in lost opportunity which is extremely significant for someone in my financial position. If my chosen investments take off in the next week like all indicators are showing, my lost opportunity will be significantly higher. On top of this, they have tried to get me to agree in writing to pay processing fees to reissue the check DESPITE THEM IGNORING MY SPECIFIC WRITTEN INSTRUCTIONS for who the payee should be. It really feels like they are crooks holding my funds hostage and punishing me for getting off their platform. RUN FAR AWAY FROM ASCENSUS.
    • Review fromNilesh P

      Date: 04/04/2025

      1 star
      If I can give negative I would. Bunch of crooks!! Do not sign or give them authorization for auto pay. Even when terminated they will process payment and refuse to issue a refund!!****** ***** MD
    • Review fromSean N

      Date: 03/31/2025

      1 star
      Terrible experience. High fees and the customer service is ridiculous. They have zero answers for simple questions.
    • Review fromAna B

      Date: 03/28/2025

      1 star
      An absolute scam in every sense of the word. Charged us for months even after we requested to close an account that they later verified already had zero dollars in it. Use knowing you are guaranteed to lose your money and will face a nightmare trying to cancel.
    • Review fromMark W

      Date: 03/28/2025

      1 star
      Terrible web interface for employers and employees, almost as if they still live in the analog age. Can't do the most basic things any other company allows you to do online and they require you to do things offline yet don't even then have the forms you need readily available. So you email or call and get terrible or no response.Terrible customer service. Avoid at all costs.
    • Review fromMichelle C

      Date: 03/11/2025

      1 star
      I left a company and had a small 401k left over that I just wanted to cash out. Tjey dont allow for direct deposit of money so that was out. I had moved so I was told I needed to wait a 14 day hold to correct the address for that. After the 14 days, my balance was decreased by half of course (they say market...sure it was), and then they charge me a fee of $15 just to cut the check! Are you kidding me!? What a scam!! Fidelity is so much better!
    • Review fromLala P

      Date: 01/04/2025

      1 star
      Fires their only competent employees right before the holidays. Would rather keep hiring mindless drones who dont notice the fraudulent practices of this company, dont know the job theyre doing, and dont speak up. Questioning anything Ascensus does places a target on your back to get fired. From there, paperwork will be documented against you for everything you do. Ive noticed they dont like intelligent people, and if youre a POC youre pretty much done.

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