A respected leader
Over the last three decades, Ascensus has helped financial advisors 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.
60,000+
retirement plans, with a focus on helping Americans save for the future |
1st
independent recordkeeper to offer a scalable, fee-based solution for financial advisors |
$65+ billion
in retirement assets under administration |
Ultimate pricing transparency
Ascensus ranked among the top providers most associated with “good value for the money” in Cogent Reports’™ 2016 Retirement Planscape® publication.* That's because 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.
Use our pricing calculator to run a custom illustration for your client's plan.
*Market Strategies International. Cogent Reports™. Retirement Planscape®. May 2016.
Make the smart move for your fee-based business
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. And with the DOL’s new fiduciary rule, we expect this trend to continue.
With unparalleled experience in this area, Ascensus can help you align your practice with new industry standards and the needs of your clients.
With unparalleled experience in this area, Ascensus can help you align your practice with new industry standards and the needs of your clients.
Low cost investments ARE available
Contrary to popular opinion, many institutional mutual fund options exist within the small plan market. With clients continuing to seek the highest quality investments at the lowest possible cost, it's important to work with a provider that can provide access to the funds your clients want.
At Ascensus, we can support this need. Our fee-based platform offers your clients over 5,500 of the absolute lowest-cost funds and over 423 ETFs.† Plus, changes to your client’s investment menu have no effect on our recordkeeping fees.
You have the liberty to fulfill your fiduciary responsibilities and offer clients the best lineup at the lowest possible cost.
†Qualified as funds that offer service revenue of 0 bps. Data as of 12/31/2017.
You have the liberty to fulfill your fiduciary responsibilities and offer clients the best lineup at the lowest possible cost.
†Qualified as funds that offer service revenue of 0 bps. Data as of 12/31/2017.
Manage your book of business simply and efficiently with Investment Change Manager
Our technology makes it easier than ever for you to manage your book of business. Ascensus' financial advisor 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 advisors to:
In addition, our Investment Change Manager tool streamlines the investment oversight process, enabling fee-based financial advisors to:
Submit requests to add and exchange funds
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Update the funds and the underlying percentages of model portfolios that you have constructed for your client
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Efficiently manage multiple plans that share the same model portfolios at one time
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Rebalance model portfolios to targeted allocations
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Update model portfolio rebalance frequency
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The Elite experience
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.
The value of flexibility
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.
Full service daily recordkeeping and administration
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Recordkeeping-only services, allowing the advisor to work with a TPA of their choice
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Compliance and administration services for advisors that have preferred products that require a TPA
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Administration services for specialty retirement plans, including Cash Balance and defined benefit
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SEP and SIMPLE IRAs
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Small business retirement plans for owner-only firms
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At Ascensus, our business is helping you grow yours
Have an opportunity? Let us help you win and build your next plan.
An Ascensus regional vice president can provide in-person support, helping you prepare for or joining a client meeting to facilitate the sale. After you’ve sparked interest, use our proposal to help you build trust and present plan details to your client in an easy-to-follow format.
Talk to one of our experts about the next step.
An Ascensus regional vice president can provide in-person support, helping you prepare for or joining a client meeting to facilitate the sale. After you’ve sparked interest, use our proposal to help you build trust and present plan details to your client in an easy-to-follow format.
Talk to one of our experts about the next step.