Strategic Alliances Ascensus has formed strategic partnerships with industry giants like T. Rowe Price, Principal Financial Group, and Vanguard Group. Leveraging these alliances could lead to cross-selling opportunities and expansion of service offerings.

Acquisition Expansion Through recent acquisitions of companies like Mutual of Omaha Insurance Co., Ascensus has expanded its market reach and client base. Identifying synergies with acquired businesses can create upselling chances for additional services.

Asset Management Investments Ascensus has made substantial investments in assets like PEP assets under administration and Aon's PEP assets, totaling $2 billion. Engaging with firms managing these assets could open doors for partnerships in asset management services.

Key Personnel Appointments With the addition of key personnel like Mary Torgerson as head of small business retirement and Maggy Flowers as regional vice president, Ascensus is strengthening its leadership team. Engaging with these executives could lead to customized solutions for clients.

Competitive Positioning As the largest independent recordkeeping services provider in the U.S., Ascensus is well-positioned to compete with similar industry players like MassMutual, Transamerica, and Fidelity Investments. Highlighting unique offerings and value propositions can differentiate Ascensus in the market.