Grow your business

Looking for a transparent, fee-based retirement service model?

​If you have an opportunity, Ascensus has a plan.

Exercise your freedom

with a new retirement plan proposal system designed for how you sell

At Ascensus, our independence means you have the freedom to work with a neutral partner whose sole focus is serving the plan—not one who will box you in with investment requirements, restrictions, and other service limitations. From building the right plan to presenting it, we support your expertise with unparalleled flexibility, choice, and value.

More than a proposal, an experience your clients won’t forget

  • Custom. Variable content reflects the tailored recommendations you choose for your client.
  • Modern. Optimized for the screen to make it easier to sell virtually.
  • Digital. Embedded communications and demos bring to life sponsor and participant experiences.

Run a proposal today to see how we’re transforming the sales experience for you and your clients. Call 800-345-6363.

We’re Ascensus, the nation’s largest independent retirement services provider

Watch this short video to see how you and your clients benefit from our independence.


You’re free to do business your way

with new managed account options from Ascensus.

Our open-architecture platform better positions you to meet each client’s needs by providing multiple managed accounts services to choose from and the freedom to decide what works best for the plan.

Learn more about how you can meet a growing demand for personalization with new investment and advice services or contact us directly for a comparison overview of the available managed account providers.

*For plans on the Ascensus recordkeeping platform.  Firm or product restrictions may apply.  For more specific information about managed account options through Ascensus partners, please contact our sales team.

A Respected Leader​

Over the last three decades, Ascensus has helped financial professionals bring retirement solutions to ​millions of Americans.​ Our open-architecture platform and industry-leading expertise give you the freedom to build a plan that you can offer to your clients with confidence.

Ultimate Pricing Transparency

Ascensus ranked among the top providers most associated with “good value for the money” in Cogent Reports’™ 2016 Retirement Planscape® publication.*​ That’s because we believe in providing value that consistently aligns with your clients’ fees. Our pricing is honest and transparent—the assets in the plan don’t impact pricing.

Use our pricing calculator to run a custom illustration for your client’s plan.

​*Market Strategies International. Cogent Reports™. Retirement Planscape®. May 2016.

Calculate Fees

Make the Smart Move for Your Fee-Based Business​

Ascensus knows that you have many choices when deciding on a partner. ​We also understand the evolving nature of the retirement industry and how to help you modernize your practice.

Trends from our platform show that plans using a fee-based service model represent the majority of new sales.

​With unparalleled experience in this area, Ascensus can help you align your practice with new industry standards and the needs of your clients.

Learn More

Low Cost Investments ARE Available

Contrary to popular opinion, many institutional mutual fund options exist within the small plan market. With clients continuing to seek the highest quality investments at the lowest possible cost, it’s important to work with a provider that can provide access to the funds your clients want.

At Ascensus, we can support this need. Our fee-based platform offers your clients over 5,000 of the absolute lowest-cost funds and over 423 ETFs.† Plus, changes to your client’s investment menu have no effect on our recordkeeping fees.

You have the liberty to fulfill your fiduciary responsibilities and offer clients the best lineup at the lowest possible cost.

†Qualified as funds that offer service revenue of 0 bps. Data as of 12/31/2019.

Manage Your Book of Business Simply and Efficiently with Investment Change Manager

Our technology makes it easier than ever for you to manage your book of business. Ascensus’ financial professional site features a complete menu of available funds for your clients. Each fund listing features a breakdown of Morningstar rating, share class, expense ratio, and past performance.

In addition, our Investment Change Manager tool streamlines the investment oversight process, enabling fee-based financial professionals to:

The Elite Experience

As your partner, Ascensus is committed to assisting you with growing, retaining, and maximizing the efficiency of your business. Our Elite Advisor program offers the additional service and support you need to take your business to the next level.

To learn more about our Elite Advisor program and how you can qualify, contact your Ascensus regional vice president.​

The Value of Flexibility

We offer a broad range of savings solutions that allow you to choose what works best for your clients. Whether your clients are looking for a traditional 401(k), a partner for compliance services, or a SEP or SIMPLE IRA program, we can support their needs.

At Ascensus, Our Business is Helping You Grow Yours

Have an opportunity? Let us help you win and build your next plan.

​An Ascensus regional vice president can provide in-person support, helping you prepare for or joining a client meeting to facilitate the sale. After you’ve sparked interest, use our proposal to help you build trust and present plan details to your client in an easy-to-follow format.

Talk to one of our experts about the next step.​

Request a Proposal