Newport - COLI
Benefits of Using Corporate-Owned Life Insurance (COLI) to Fund Nonqualified Plans
Offering nonqualified deferred compensation (NQDC) savings plans as a supplement to traditional qualified plans such as a 401(k) is an effective tool companies use to attract, motivate, and retain key employees, and to help resolve qualified plan testing failures. But because NQDC plans do not meet ERISA requirements, they must be funded differently than qualified plans.
Newport - NQDC
Benefits of nonqualified deferred compensation plans for companies and their executives
Discover how nonqualified deferred compensation plans can help highly compensated employees navigate tax season complications, offering cost-effective alternatives to certain qualified plans. Learn more about the benefits of NQDC plans for companies and HCEs.
Newport - BOLI
Six Best Practices to Maximize Your BOLI Program’s Effectiveness
Maximize bank-owned life insurance (BOLI) programs with these six best practices, and learn how financial institutions can optimize BOLI for tax-free savings and effective retirement solutions for key employees.
Take Advantage of Next-Level Service Through the Elite Advisor Program
Our program makes it easier for you to scale for growth through an enhanced service model. See what current Elite advisors find most valuable and benefits to achieving Elite status.
Managed Accounts and the Power of Personalization: Selling Points for Advisors
Managed accounts have been an option in defined contribution plans for more than 20 years. So why talk about them now?
The answer is simple: several factors are reshaping how individuals invest and plan for retirement—and managed accounts are uniquely positioned to meet their evolving needs.
Amplify Your Business and Outcomes Through Brand Building
Check out new resources to amplify your own brand—and benefit from the continued investments we’re making to boost the Ascensus name and brand in the market, too.
Consider 2 Proven Strategies to Optimize Bank-Owned Life Insurance
Learn how to help your bank clients optimize their BOLI portfolios with two proven strategies that can enhance performance, credit, and risk-weight characteristics in a high-interest environment.
Building Your Practice: The Value of a Third Party Administrator
If ever there was an opportunity for retirement-focused and wealth management advisors to build out their defined contribution plan business, this may be it.
Workplace Retirement Plans: A Distraction or a Business Accelerator?
Your business is all about helping clients achieve their financial goals and optimizing their wealth. Depending on your client base, retirement plans may or may not be a focus of your practice.
Three Ways to Encourage Younger Generations to Begin Saving for Retirement
If you're like a lot of people, you have a love-hate relationship with your alarm clock. While we can appreciate that it helps us wake up on time so we can earn a paycheck, our appreciation only slightly outweighs our desire to smash it with a hammer each and every morning.
