Financial Advisor News


Selling Beyond the 401(k)

Dive deeper into alternative retirement plan types and what you need to know to help clients and prospects meeting evolving needs—and unlock expanded revenue streams for you.

Plan Sponsor Video Spotlight: Mountville Mills

Learn more about a family-owned manufacturing business in Georgia with underutilization in their retirement program for years—until they made a critical change.

Goldman Sachs Asset Management (GSAM) Retirement Survey & Insights Report

Stay current with the latest trends from GSAM's retirement research. They explore the challenges people face preparing for and managing retirement—and possible paths forward.

FALL 2022

Bolster Clients’ Cybersecurity Awareness

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.

Advisor Spotlight: Alex Assaley

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.

Three Ways to Say "Yes" to More Business

With more flexibility, consistency, and capacity, partnering with Ascensus makes it easier to say “yes” to more opportunities.


Helping You and Your Clients Get There Through Major Investments in the Ascensus Brand

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.

Expanding Your Influence as You Help Clients Cope During Challenging Times

With the economic upheaval of recent years, financial advisors—particularly those who work closely with small businesses—have been feeling a new psychosocial crunch.

Enabling Auto-Enroll and Auto-Increase Features: It's Automatic With Ascensus

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

Get to Know Ascensus

Meet Jason Crane

Jason is head of retirement distribution—including strategy and leadership of all advisory, institutional sales, and business development activities supporting Ascensus platform solutions.