Help Business Owners

Help Business Owners

Our platform and vast array of services allow you to bring customized retirement solutions to business owners of all sizes.​ 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.

Simple Solutions for a Complex Industry

From trust solutions and enrollment support to award-winning service and technology, we have the solutions you need to help business owners save for retirement.

We offer three customizable product platforms to choose from, all backed by best-in-class service.

Ascensus Full Service offers virtually all the services you and your clients need to manage a retirement plan. This integrated solution allows Ascensus to bring all the key components of a retirement plan together through a single service team.

For clients that are currently working with a third-party administrator of their choice, we offer unbundled retirement plan services. This option lets the TPA provide plan design and compliance functions with our award-winning client service and dependable retirement plan platform.

TPA Solutions combines plan design and compliance. This specialized solution lets you craft retirement plans that are as unique as your clients’ needs. You can create and manage defined contribution and defined benefit plans, including cash balance and combination plans.

Key Features

  • Support from our experienced service team and one of the nation’s largest ERISA consulting teams
  • Managed Accounts solutions to help increase retirement readiness
  • Varied investment lists and menus
  • Complimentary fee-benchmarking report for increased client confidence
  • Quarterly fiduciary reports to help you manage your clients’ plans

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