You have the power to make a difference for your clients and savers every day. But you can't do it all. That's why you need a partner committed to making retirement plans easy. Our latest enhancements—with more exciting updates on the horizon—equip you to excel in the retirement market. You can get there with Ascensus.
Streamline compliance for clients with our comprehensive fiduciary services for fully bundled plans. We prepare and sign the 5500, delivering a truly seamless client experience.
Empower plan sponsors to address crucial responsibilities like compliance, and encourage positive employee actions, such as enrollment, with our proactive communication tools.
Simplify the way participants receive notices with our enhanced eDelivery services, ensuring participants stay informed effortlessly.
Save valuable time with a simplified payroll process that reduces steps and provides immediate access to forfeiture funds, optimizing financial management.
Offer sponsors a seamless overview of participant eligibility, status, and progress for automatic force-outs to streamline the process.
Stay up to date with our extensive resources for advisors and plan sponsors, now featuring new videos and tools on pivotal topics like SECURE 2.0 and retirement state mandates. A new resource center to help clients learn how to evaluate a plan provider is also coming soon!
Tap into more power to stand out and convert prospects to clients with essential resources to support clients and grow your advisory practice. Our Advisor Toolkit now includes a new interactive personal brand building guide, with nearly 20 pages of tips and insights and a ready-to-implement PEP marketing plan.
Nudge savers toward making smart, strategic decisions for their future with our enhanced suite of tools, resources, and videos.
Gain access to one of the industry’s leading active target date managers and a fund menu curated by Wilshire, offering your clients expansive investment opportunities in a new pooled solution.
Broaden the ways you can serve your clients’ diverse needs with our expanded suite that now includes nonqualified and cash balance plans, as well as insurance options.
Offer a streamlined payroll administration experience to more clients with more than 200 payroll partners, including ADP and Insperity.
Get ahead of the latest industry trends and innovations with our upcoming advancements.
Gain a competitive edge with our upcoming Compensation, Retirement, and Benefits report—designed to keep you informed and at the forefront of the industry.
Equip clients with the tools they need to make informed decisions with our upcoming comprehensive plan provider evaluation toolkit.
