At Ascensus, we understand the complexity and commitment necessary to sponsor a prototype plan document. Our solutions are built on over 30 years of experience and are designed to manage and simplify the restatement and amendment process.
For those requiring solutions to preserve and protect assets, Ascensus offers a suite of plan document and trust services to support tax-efficient estate liquidity, nonqualified retirement benefits for key executives, and the transfer of a firm’s ownership interest upon the death of a principal shareholder.
