Welcome. We're glad to serve you.

Your retirement plan is moving to First Citizens Wealth with Ascensus serving as the recordkeeping services platform provider, and we’re so glad you’re coming. Our sole focus is helping employees like you prepare for a more secure retirement.

Transition Timeline

We'll help you save for what matters.

Retirement expertise

With decades of experience, we know how to help you achieve your retirement goals.

Personalized technology

Saving for your future is easy with our robust tools, mobile app, and employee website. Your personal data will always be safe and secure.

Expert support

Our experienced service team can help you take full advantage of your retirement plan.

READYSAVETM mobile app

Wherever you are in your retirement journey or in your day, READYSAVE can help you stay on track toward your goals with personalized insights and guidance–anytime, anywhere. Get secure, one-touch access to your account with READYSAVE. Offered in English and Spanish. Available for iOS and Android.

READYSAVE video

Transition Timeline

Your employer will inform you throughout the transition of the exact dates for each milestone.

The transition begins.

We’re working hard behind the scenes to make your transition smooth and easy.

Last day to interact with your current retirement plan

Your employer will provide you with a blackout notice that details the final dates to request a distribution, request a loan, or make investment transfers.

Set up your online account

Your employer will inform you when it’s time to set up your online account so you can join the plan. It only takes about 10 minutes!

You won't have full access to your account quite yet—but it will be ready for you once the transition is complete.

We're securely transferring your plan

Ascensus will receive your assets and prepare for investment into your account.

Your plan is live! Log in and explore

Welcome to Ascensus! Your employer will let you know when you can log in to your account.

At that time you can register at https://secure.ascensus.com/login/FirstCitizensWealth/participant

View the Quick Start Guide for registration instructions

Once you’re registered, you can log in to review your plan's options and features available and:

  • Choose your statement delivery preference 
  • Enter your beneficiary information - Please note: This information did not transfer from your previous plan. Now is a great time to make sure you’ve assigned a beneficiary(ies).
  • Opt-in for automatic account rebalancing
  • Opt-in for auto-increase, if available

If you haven't yet registered, you can do it now. See how in "Set up your online account" above or view the Employee Website Registration Guide for assistance.

Need to reach us? Here's how, now that the plan is live:

Download the READYSAVETM app

Financial wellness for your complete financial picture.

A well-rounded financial strategy includes saving for retirement—as well as managing debt, establishing an emergency fund, and budgeting for life events such as a new baby, college tuition, or buying a house. Financial Finesse, the country’s largest independent provider of unbiased workplace financial wellness programs,1 helps you build confidence in all aspects of your finances:

  • Get your personal financial wellness score
  • Develop a personal action plan
  • Support your success with extensive tools and education

Financial Finesse flyer

 

1Source: Financial Finesse, 2020.

Transition Resources

Learn more about what you can expect.

Frequently Asked Questions