Press Release

Ascensus Launches Two New Pooled Employer Plans (PEPs) with OneDigital

Issued by Ascensus

Mar. 23, 2026

New 401(k) and 403(b) PEPs Expand Retirement Access

Dresher, PA — Ascensus, the leading independent technology and service platform powering savings plans across America, has announced the launch of two new Pooled Employer Plans (PEPs) in collaboration with OneDigital, a national insurance brokerage and financial services firm. The Path Forward 401(k) Pooled Employer Plan and The Path Forward 403(b) Pooled Employer Plan— Ascensus’ first 403(b) PEP— provides employers with streamlined retirement solutions designed to reduce administrative burden while enhancing employee benefits.

The launch of these products extends the longstanding relationship between Ascensus and OneDigital which stands at more than 1,000 retirement plans and over $5B total assets. The solutions will be distributed nationally through the OneDigital advisor network that has extensive reach and relationships with employers across the country.

“We’re pleased to deepen our collaboration with OneDigital through these new retirement program offerings. This expanded relationship reflects our shared commitment to making high-quality retirement benefits easier for employers to offer and more effective for the people they serve,” said Ascensus CEO Nick Good. “By pairing our technology and service with OneDigital’s investment expertise and reach, we’re helping more savers achieve better outcomes and retire with confidence.”

“Employers are looking for retirement programs that reduce complexity without sacrificing quality—and that’s exactly what the Path Forward PEP suite delivers. By combining OneDigital’s investment stewardship with Ascensus’ pooled plan provider and recordkeeping capabilities, we can offer a turnkey solution that supports better outcomes for savers and makes it easier for employers to provide meaningful retirement benefits,” said Frank Zaguro, National Vice President, Retirement Solutions.

OneDigital will serve as the 3(38) investment fiduciary for both programs, bringing its expertise in investment management to ensure participants have access to well-constructed portfolios. Ascensus will provide pooled plan provider services, 3(16) administrative fiduciary services, trust and custody services, and recordkeeping which allows participating employers to delegate key fiduciary responsibilities while maintaining a high-quality retirement benefit for their employees.

Ascensus' PEPs offer a wide variety of savings solutions to plan sponsors, employers, and savers. Newport, an Ascensus company, was one of the first to register as a Pooled Plan Provider in 2021, a key component of any PEP program. Today, Ascensus administers more than 45 partner PEPs with $2.7+ billion assets under administration.

Disclosure: Ascensus and OneDigital Investment Advisors LLC (“OneDigital”) are independent and unaffiliated entities. Each entity is financially responsible for their own products and/or services.

 About Ascensus

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help more than 16 million people save for a better today and tomorrow. Ascensus has more than $932 billion in assets under administration and employs more than 5,000 associates as of December 31, 2025.

Ascensus offers comprehensive qualified and nonqualified retirement plan solutions, third-party retirement plan administration, 529 education and ABLE savings program administration, corporate-and bank-owned life insurance solutions, and fiduciary and total rewards services. Sitting at the intersection between savers, program sponsors, investment managers and financial advisors, our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, clients, and savers through co-branded, private-labeled, and governmental partnerships.

For more information, visit ascensus.com.

 About OneDigital

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. Employers and individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors LLC. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit OneDigital.com.

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