Financial Advisor Support Blog

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 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.

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.

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.

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.

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.

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.

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.

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.

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.