Market volatility can create uncertainty. Read about three key considerations for managing your retirement plan during turbulent times, providing valuable insights and strategies to maintain your long-term financial goals.

Financial Advisor Support Blog

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.

March 26 2025

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.

March 26 2025

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.

August 26 2024

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.

July 17 2024

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.

May 29 2024

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.

May 29 2024

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.

May 21 2024

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.

March 26 2024

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.

February 28 2024

Plug into our PEP resources to accelerate business growth

Find out what's driving the interest in PEPs—and how it pays to work with a partner who provides a full array of resources that help you sell with confidence.

February 13 2024
    Scroll to top