Everything You Need to Make a Great Plan

From trust solutions and enrollment support to award-winning service and technology, we have the resources you need to build and grow your retirement plan business.

  • Full service defined contribution and defined benefit plans
  • Custom plan design
  • Enrollment support and participant education

Full-Service Retirement Plan Solutions

Our full-service retirement plans are designed to provide virtually all the services you and your clients need to successfully manage the plan. Key features of our full service defined contribution, defined benefit, and specialty plans include:

  • 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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You and your client can confidently rely on Ascensus for award-winning service.

Recordkeeping Services Partnering with TPAs

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.

  • Easy for TPAs to implement plan designs
  • Support for compliance tests
  • Minimize costs for the employer and plan participants
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Plan Design Consultation & Expertise

When an employer’s business changes or their savings plan needs bolstering, it may be time for a plan design change. Our retirement plan professionals can provide consultation on design options to:

  • Address significant changes within the company, such as a merger or acquisition
  • Maximize deferred income for the business owners
  • Minimize costs for the employer and plan participants
  • Establish an automatic enrollment program
Consultation Support
Providing employers consultation support.

“Ascensus’ pricing is clean, transparent, and fair and offers my clients the value they deserve.”

– Ross Dahlof, Senior Vice President, Christensen Group

“Ascensus’ pricing is clean, transparent, and fair and offers my clients the value they deserve.”

Complex Retirement Plans Need Actuarial Support

All retirement plans can involve illustrations, testing, and calculations. But some plans are more complex than others—like defined benefit or profit-sharing-alternative plans. Our team of actuaries is ready to support you during the retirement plan sales process, installation, and administration by providing:

  • Illustrations of savings possible by varying plan design features and contribution amounts
  • Plan design and administration flexibility
  • Plan document with all required amendments
  • Custody flexibility
  • Robust reporting on plan-related information
  • Competitive and transparent pricing
  • Calculation of participant vesting for employer contributions
  • Preparation of governmental reporting

Contact us for sales assistance, illustrations, or fee proposals.

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Actuaries providing expertise for complex retirement plan calculations.

Complimentary Retirement Seminars

Attend our complimentary seminars to learn about current events and best practices for retirement financial professionals from some of the financial industry’s leading retirement plan providers.

Contact us for more information about upcoming retirement seminars.

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Financial professionals and employers attending a Retirement Plan University.