Resources

How AI Delivers Service Excellence in Retirement Plan Management

Discover how Ascensus uses AI-powered technology to simplify retirement plan management for employers. Learn about real-time support, personalized service, and continuous innovation to enhance the experience.

Retirement Plans 401(k) Video

The Future of Compliance with Ascensus

See how Ascensus is revolutionizing retirement plan compliance with innovative tools and technology in this TechFWD segment. Learn about our 2026 roadmap featuring AI-powered dashboards, automation, and solutions that simplify compliance for plan sponsors.

Retirement Plans 401(k) Video

Early Funding Strategies for SEP IRAs

Discover how early contributions unlock maximum SEP IRA benefits and SIMPLE IRA advantages. Learn strategies for small business growth and effective cash flow planning.

Explore Plan Options Choosing the Best Fit Retirement Plans IRA Article

Individual(k) Plan Loans: How to Borrow from Your Solo 401(k)

Learn how Individual(k) plan loans work, including solo 401(k) loan limits, repayment rules, interest rates, and tax implications. Understand eligibility, application steps, and what happens if you default or leave your plan.

Manage Your Plan Understand Your Responsibilities Retirement Plans Individual(k) Article

How to Set Up a 401(k) for Your Small Business

Explore the benefits and tax advantages of offering a 401(k) plan for your small business. Discover the differences between various 401(k) plan types and learn how to start a plan that aligns with your company’s needs and goals.

Design the Right Plan Structure Your Plan Retirement Plans 401(k) Article

Can My Spouse Participate in My Individual 401(k) Plan?

Discover the 401(k) rules and regulations regarding including your spouse in your individual 401(k) plan. Learn about edibility, contribution limits, and potential benefits of including your spouse in your solo 401(k).

Design the Right Plan Structure Your Plan Retirement Plans Individual(k) Article

Adding a 3(16) Fiduciary Service to Your Small Business Retirement Plan

A 3(16) fiduciary can be hired by an employer to help smoothly run the administrative responsibilities involved in a 401(k) plan. Learn more about the benefits of adding a 3(16) fiduciary to your small business 401(k).

Manage Your Plan Understand Your Responsibilities Retirement Plans 401(k) Article

401(k) Profit Sharing for Small Businesses

Small businesses may choose to implement a 401(k) profit sharing retirement benefit, allowing them to make discretionary contributions to employees and potentially lower taxes. Learn more about the benefits of 401(k) profit sharing for small employers.

Design the Right Plan Structure Your Plan Retirement Plans 401(k) Article

How Offering a Retirement Plan Can Help You Grow Your Business

Offering a retirement plan can help you attract talent, reduce taxes, and boost employee retention. Learn how it supports business growth and long-term success.

Explore Plan Options Why Offer Savings Benefits Retirement Plans 401(k) Article