Reviews

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

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Ascensus has 12 locations, listed below.

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  Ascensus

  200 Dryden Rd E Dresher, PA 19025-1044

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  Ascensus Inc

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

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  Ascensus Inc

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

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  FuturePlan by Ascensus

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

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  Future Plan by Ascensus

  2838 Queen City Dr Ste F Charlotte, NC 28208-2738

Review Details

• Review fromJohn R

  Date: 03/22/2024

  scammers. when you leave a job and want your money in a lump sum they make you jump thru many hoops. for example they make you fill out a spousal consent form even if you have NO SPOUSE and not only do you have to mail it in, it has to be NOTARIZED even, again, if youre SINGLE!!!they want you to give up on it

• Review fromDavid S

  Date: 02/22/2024

  Yet another satisfied PAi customer converted to a frustrated, unhappy and enraged Ascensus customer(Zero Stars). This ********************** (which we literally had no say in choosing) is terrible and offers literally ZERO customer support. It is impossible to get a customer service representative on the phone. They're on hold message claims "a customer service representative will be with you shortly" adding insult to injury. After being on hold over 45 minutes I was shuttled to voicemail. They claim that it is because of heavy call in, but this has been the result every time i have called since the migration in Sept. Hey, don't worry the sales line picks up within 2 minutes. lmao. Unprofessional and irresponsible. STAY AWAY!

• Review fromDina C

  Date: 02/12/2024

  Another PAI customer here - I cant get a person on the phone to save my life - No tax documents available - Today February 12 - A bit overdue. I don't want to be delinquent because of you..Zero customer service on the weekend - or weekdays at this rate. Its ridiculous.ZERO stars if at all possible.

  Ascensus

  Date: 02/21/2024

  I have 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 fromBRIAN H

  Date: 02/07/2024

  no customer service cant speak to a person no answer on phone

• Review fromBrad F

  Date: 02/06/2024

  If you have any option other than this company - DO IT!!!They took over for PAI who were fantastic I sent them a distribution request Jan. 02/24 - to date (Feb. 06) still no check!!First check was supposedly mailed Jan. 09 which they say, "must have got lost in the mail"For the replacement check I gave them my ***** account to overnight it - today they tell me they "missed this part" and put it in the regular mail Stay clear if you can If ever there is a class action suit against them I would like to join

• Review fromAlexander M

  Date: 01/26/2024

  Just called to try to set up my account. I can't set it up without a plan password that they don't provide you with. I talked with their customer service representative after waiting on hold for 20 minutes and then she put me on hold for another 10 minutes and sent to another person's voicemail. I called back and was again put on hold, the same women answered she couldn't find my plan even after I spelled it out EXACTLY the way it is printed on the forms they sent me. She put me on hold again and then told me she needs my full social security number there's no other way to set up my account. I normally wouldn't have a problem with that but seeing all these reviews and having an initial bad experience I don't want to give these people my personal information. Also, she didn't know what to ask for, like she had never even dealt with someone trying to set up an account? Apparently, there is no way to set up your account. Horrible customer service, horrible experience JUST TRYING TO SET UP MY ACCOUNT. They my money and I will be fighting to transfer it away from their company.

  Ascensus

  Date: 02/06/2024

  We attempted to locate your account using the details provided here so we could reach out to you but were unsuccessful. We welcome the opportunity to discuss your concerns. Please feel free to reach out to our office at your earliest convenience so we may review your concerns in greater detail. Alternatively, please provide additional contact information so we can contact you directly.

• Review fromSteven S

  Date: 01/22/2024

  Horrible, horrible, horrible. I am a business owner and a participant in my plan. Can't get a live person on the phone. Can't access the website. Password reset features don't work. I used to have my 401K plan at Pai in *****************. They were wonderful. Ascensus is the exact opposite. If there was something lower than 1 star, i would give it. Seems like the only people who answer are sales people trying to sell a new plan to an employer who does not have a retirement plan. Look elsewhere if you're thinking about it. You will be very disappointed.

  Ascensus

  Date: 01/23/2024

  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 fromJill C

  Date: 01/05/2024

  I was amazed to learn Ascensus will not do a direct plan-to-plan rollover of 401(k) assets to an established IRA. I don't like the idea of having a check mailed to me - checks go astray; mail gets lost; checks get stolen. Now I'm on hold with them once again, and it's 1-1/2 hours and counting. I left a call-back number but no one returned my call. Disappointing to join the other 1-star reviews (because it isn't possible to leave 0 stars). I've dealt with a number of financial services providers over the years, and this is the first time I've felt compelled to leave a review detailing the impossibility of reaching a customer service rep and of accomplishing a simple goal.

• Review fromHarry 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

  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.