Financial Advisor News
Your clients can’t afford to take cybersecurity for granted. Why? Cyberattacks are on the rise, data theft is big business for cybercriminals, and workplace retirement plans aren’t immune.
We spoke with Ascensus Elite Advisor Alex Assaley, managing principal, AFS 401(k) Retirement Services, to learn more about how partnership was important in helping a client reach their goals to boost participation, savings rates, and the overall value of the plan.
With more flexibility, consistency, and capacity, partnering with Ascensus makes it easier to say “yes” to more opportunities.
Watch for our new brand campaign, 'Get There,' on LinkedIn and listen for it on NPR's Marketplace and SiriusXM. The ads are part of new, strategic investments to increase brand awareness and visibility—and make it easier for you to sell Ascensus plans.
With the economic upheaval of recent years, financial advisors—particularly those who work closely with small businesses—have been feeling a new psychosocial crunch.
The numbers tell the story: Plans with auto-enroll have better participation—30% better.1 And, plan participation is tied to employee retention. Eligible employees who don't enroll leave at a rate 3x that of enrolled participants.1