Resources to make your migration easier

PARTICIPANT RESOURCES

Participant Migration Webpage Share this dedicated migration webpage link with your participants.
Sample Message to Participants Tell participants about their migration website with a pre-drafted message you can copy and paste.
Fractional Deferral and Investments Flyer In October, we’ll email participants who have fractional percentages or dollar amounts for their deferral and/or investment elections. This flyer provides more information.

INFORMATION

Please note, the materials below may not apply to all plans.

Reporting Overview
Payroll Vendor List
Payroll Instructions: Manual Entry
Payroll Instructions: File Upload
Newport-Ascensus File Upload Side-by-Side Comparison

VIDEOS

Plan and Participant Websites Preview

Familiar look and feel combined with intuitive experiences and new ways to save.

Payroll Contribution File Upload Demo

However you prefer to submit payroll contributions. Ascensus is ready to go.

COMMUNICATIONS

Don't miss an update. Review the communications below to stay informed.

Please note, you may have received additional information specific to your plan that is not shown in the samples below. Each link indicates the date the email was sent so you can easily locate it in your inbox and review any plan-specific messages, as applicable.

EMPLOYER

July 29
August 15