Welcome

COUNTRY Financial® and Ascensus have a longstanding relationship working with plan sponsors to help employees achieve retirement readiness.

Now, we're excited to continue working together, with Ascensus serving as the new recordkeeping services platform provider for your COUNTRY Financial retirement plan.

Enhancements coming to your plan

Many of the Newport features and services you and your participants value today will continue to be part of your experience going forward. In November, your retirement plan will be moved to the Ascensus recordkeeping platform where you'll see how our unique approach-using the best of the best from each of our organizations-will deliver ongoing benefits including:

Streamlined plan administration
Increase administrative efficiency with even more seamless automated and guided services.

Intuitive digital experiences
Complete tasks quickly with enhanced dashboards that make it easy to know what to do and how to do it.

New ways for participants to save
Encourage better saving practices with innovative solutions—like the READYSAVE™ retirement plan mobile app.

COUNTRY's commitment to you

COUNTRY Financial is committed to providing retirement plan solutions that help plan participants work towards their savings goals. As part of this commitment, COUNTRY Financial teamed with Newport to expand and enhance the retirement services program. In 2022, Ascensus and Newport became part of a unified organization under Ascensus, a premier tax-advantaged savings program provider.

#1

largest independent recordkeeping services provider in the United States1

28

Best in Class awards, for retirement plans up to $200 million. Most won among all retirement plan providers for plans up to $50 million.2

40+

years of industry experience3

$808+ billion

in assets under administration3

153,700+

retirement plans administered3

4.8+ million

retirement plan participants served3

1Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2023. December 2023.
2PLANSPONSOR. 2023 Defined Contribution (DC) Survey. February 2024.
3As of March 31, 2024.

What's next?

For a transition timeline and additional details, visit your Timeline page.