Lock in sizeable savings for your clients

Image: Lock in sizeable savings for your clients

Fall is almost here, and prospective clients will be making key decisions about their retirement plans. It’s the perfect time to engage them with an offer to save significantly on first-year plan fees with Ascensus.

Through December 31, 2023, when you sell Ascensus plans to clients who have 100+ participants with a balance, your clients can take advantage of the following:

100% waiver
of the first-year base and participant fees with a five-year contract*
  50% waiver
of the first-year base and participant fees with a three-year contract*

Prospective clients with 350+ participants will enjoy the benefits of our enhanced large-plan client service model, including an in-field client relationship manager, a day-to-day retirement service consultant, and a participant education consultant.

Fee waivers apply to Ascensus full-service and recordkeeping only plans, including both new and transfer plans. They also apply to qualified prospects with pending proposals issued before August 1. They’re easy for clients to understand, create even more value for them, and can help you grow and retain business.


Use our limited-time first-year fee waivers to close more opportunities.
For more information, download our flyer, contact your regional vice president, or call us at 800-345-6363. And when you’re ready to start selling, run a proposal anytime on our site.
Don’t forget: As the year winds down, you can refer to our Important Deadlines: 2023-2024 Guide to keep track of key dates for new and transfer plans.


*Standard transaction expenses apply. We will apply the concession when the SmartStart digital onboarding process is completed in good order, which includes execution of our recordkeeping service agreement, by December 31, 2023.