Welcome

Avantax, Cetera, and Ascensus have longstanding relationships working with plan sponsors to help employees achieve retirement readiness.

Avantax Retirement Plan Services (RPS) will become Cetera Retire, bringing enhancements designed to improve efficiency, technology, and participant engagement while maintaining the dedicated service you value.

We’ll do the Heavy Lifting

The features and services you and your employees value today will continue to be part of your experience. In October, we will be upgrading our recordkeeping technology to Ascensus as we move forward as Cetera Retire, expanding our capabilities and strengthening the support you receive.  

Over time, your experience will continue to evolve with future enhancements to make it even easier for you to manage your plan and encourage better savings practices.

Our commitment to you

We are committed to providing a best-in-class retirement solution that evolves with your needs. This platform enhancement was designed to deliver greater efficiency and a more engaging experience, while maintaining the dedicated service and support we know is important to you and your employees. 

Cetera Retire: Today’s Plan, Tomorrow’s Freedom

At Cetera, our mission is to help everyday Americans pursue financial freedom.

You can offer tremendous value to your employees—without the administrative headaches traditionally associated with running a retirement plan. The Cetera Retire Program allows you to save time, reduce costs, and increase efficiencies while offering your employees a range of retirement savings resources that help to get results.

Meet Ascensus

Everyone deserves to feel financially secure. Ascensus is here to help more people get there. For more than 45 years, we’ve partnered with leading financial institutions to serve organizations like yours and help participants prepare for a more secure retirement.  Today we serve over 254,000 retirement plan clients, representing $919B in assets and over 4.7M participants.  

What's next?

Visit the Timeline page to learn what’s ahead. 

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