Advisor Blog

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 (BOLI) Portfolios for Clients

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

Boost Plan Performance and Retention Rates with Payroll Integration

Payroll integration is a solution that optimizes plan performance. By recommending it, you can reinforce your value as a trusted advisor and even boost your retention rates.

February 13 2024

Plug into Pooled Employer Plan (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

Recommend a Nonqualified Plan for Clients with 401(k) Plan Testing Issues

Nondiscrimination testing is a potential pitfall for 401(k) clients. But with the right planning, there are alternative, cost-effective solutions to consider—such as nonqualified deferred compensation plans.

February 13 2024

How to Talk to Retirement Plan Sponsors About Their Fiduciary Responsibilities

"The game of life is a lot like football. You have to tackle your problems, block your fears, and score your points when you get the opportunity." When Lewis Grizzard spoke these words of wisdom, he probably wasn’t thinking about fiduciary responsibility—but that's just the problem that needs to be tackled for retirement plan sponsors. Fiduciary liability can loom like a linebacker over businesses that offer a 401(k) plan, and clients need a playbook to help them manage it.

January 31 2024