At Ascensus, our independence means you have the freedom to work with a neutral partner whose sole focus is serving the plan—not one who will box you in with investment requirements, restrictions, and other service limitations. From building the right plan to presenting it, we support your expertise with unparalleled flexibility, choice, and value.
Run a proposal today to see how we're transforming the sales experience for you and your clients
Our open-architecture platform better positions you to meet each client’s needs by providing multiple managed accounts services to choose from and the freedom to decide what works best for the plan.
Just as you can guide your clients in selecting their plan investment lineup, we believe you should have a say in which of the managed account services fit the plan.
We have a competitive landscape of solutions with varying capabilities-including fiduciary protection-to meet your clients’ needs at a fair value.
Your clients trust you to educate them and help make the best choices for their plan. We give you core details about each provider and the services available, which you can use as a starting point. Additional information is available from the managed account providers, as needed, for your due diligence.
Learn more about how you can meet a growing demand for personalization with new investment and advice services or contact us directly for a comparison overview of the available managed account providers.
*For plans on the Ascensus recordkeeping platform. Firm or product restrictions may apply. For more specific information about managed account options through Ascensus partners, please contact our sales team.
Over the last three decades, Ascensus has helped financial professionals bring retirement solutions to millions of Americans. Our open-architecture platform and industry-leading expertise give you the freedom to build a plan that you can offer to your clients with confidence.
113,500+
retirement plans served, with a focus on helping Americans save for the future
1st
Independent recordkeeper to offer a scalable, fee-based solution for financial professionals
$266+ billion
in retirement assets under administration
As of 6/30/2021
We believe in providing value that consistently aligns with your clients’ fees. Our pricing is honest and transparent—the assets in the plan don’t impact pricing.
Use our pricing calculator to run a custom illustration for your client's plan.
Ascensus knows that you have many choices when deciding on a partner. We also understand the evolving nature of the retirement industry and how to help you modernize your practice.
Trends from our platform show that plans using a fee-based service model represent the majority of new sales.
With unparalleled experience in this area, Ascensus can help you align your practice with new industry standards and the needs of your clients.
Our technology makes it easier than ever for you to manage your book of business. Ascensus’ financial professional site features a complete menu of available funds for your clients. Each fund listing features a breakdown of Morningstar rating, share class, expense ratio, and past performance.
In addition, our Investment Change Manager tool streamlines the investment oversight process, enabling fee-based financial professionals to:
Submit requeststo add and exchange funds
Update the fundsand the underlying percentages of model portfolios that you have constructed for your client
Efficiently manage multiple plansthat share the same model portfolios at one time
Rebalance model portfoliosto targeted allocations
Update model portfoliorebalance frequency
As your partner, Ascensus is committed to assisting you with growing, retaining, and maximizing the efficiency of your business. Our Elite Advisor program offers the additional service and support you need to take your business to the next level.
To learn more about our Elite Advisor program and how you can qualify, contact your Ascensus regional vice president.
We offer a broad range of savings solutions that allow you to choose what works best for your clients. Whether your clients are looking for a traditional 401(k), a partner for compliance services, or a SEP or SIMPLE IRA program, we can support their needs.
and administration
Recordkeeping-only services allowing the advisor to work with a TPA of their choice
for advisors that have preferred products that require a TPA
for specialty retirement plans, including Cash Balance and defined benefit
for owner-only firms
