A respected leader​

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. ​

47,000+
retirement plans, with a focus
on helping Americans save
​for ​the future

​​1st
independent recordkeeper to
offer a ​scalable, fee-based
​solution for financial professionals

$58+ billion
in retirement assets
​​under administration

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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! 

​*Market Strategies International. Cogent Reports™. Retirement Planscape®. May 2016.

Fee Comparison Calculator

Retirement Plan Pricing Illustration

Plan Information • Participants: • Expected Annual Participant Growth: • Plan Assets: • Estimated Annual Contributions: • Market Impact to Assets: • Payroll Frequency:

Current Plan Pricing • Base Fee: • Participant Fee: • Asset-based Fee: • Service Model: • Fees are paid out of: • TPA Fee:

Ascensus Plan Pricing • 0 - 20 Participants: • 21 - 100 Participants: • 101+ Participants: • Service Model: • Fees are paid out of: • TPA Fee:

Our pricing philosophy

Transparent retirement plan pricing doesn't have to be an oxymoron. Our pricing is straightforward and conflict-free, with no proprietary investment requirements and no hidden revenue-sharing agreements.

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 our clients' best interests.

This illustration demonstrates how our flat dollar approach offers exceptional value for cost.

This fee illustration is provided solely as an example based on the assumptions and plan information provided. This is an estimate only and is not a guarantee of any particular results. Actual results for your plan may differ. Ascensus, Inc., is not a registered investment advisor or a broker-dealer and this illustration is not intended to be investment advice or a recommendation to purchase, sell, or hold any investment. Ascensus assumes no liability for use of this illustration by any third party.

To learn more or to request a proposal, contact an Ascensus retirement plan specialist at 800-345-6363.

Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. Ascensus® and the Ascensus logo are registered trademarks of Ascensus, Inc.

For financial advisor and plan sponsor use only. Not for use with or distribution to the public.

alwayshaveaplan.com

Retirement Plan Pricing Illustration

	Current	Year 3	Year 5	Year 10
	Annual Recordkeeping Costs				Cumulative Year-over-Year Savings
					Ascensus Current Difference
Ascensus
Current
Difference
	Annual Recordkeeping Costs as a Percentage of Assets
					As plan assets grow, our recordkeeping fees remain the same and actually decrease as an overall percentage of assets.
Ascensus
Current
Difference
	Total Plan Assets
Ascensus					Flat dollar recordkeeping fees can make a major difference in overall plan assets and market value over the life of the plan.
Current
Difference

For financial advisor and plan sponsor use only. Not for use with or distribution to the public.

alwayshaveaplan.com

Plan Information

Plan Name*

Advisor Name

Participants *

Must be 1 to 100,000

Expected Annual Employee Growth*

Must be 0 to 100%

Plan Assets *

Must be 0 to $100,000,000

Estimated Annual Contributions*

Market Growth*

Must be 0 to 50%

Payroll Frequency *

Weekly Bi-weekly Semi-monthly Monthly

Current Plan Pricing

Base Fee*

Must be 0 to $10,000

Per Participant Fee *

Must be 0 to $1,000

Asset-based Fee*

Must be 0 to 1.5%

Fees are paid out of *

Pocket Plan Assets

Service Model *

Full Service Unbundled

TPA Fee*

Must be 0 to $100,000

Ascensus Plan Pricing

Fees are paid out of *

Pocket Plan Assets

Service Model *

Full Service Unbundled

TPA Fee*

Must be 0 to $100,000

	Current	Year 3	Year 5	Year 10
	Annual Recordkeeping Costs
Ascensus
Current
Difference
	Annual Recordkeeping Costs as a Percentage of Assets
Ascensus
Current
Difference
	Total Plan Assets
Ascensus
Current
Difference

This fee illustration is provided solely as an example based on the assumptions and plan information provided. This is an estimate only and is not a guarantee of any particular results. Actual results for your plan may differ. Ascensus, Inc., is not a registered investment advisor or a broker-dealer and this illustration is not intended to be investment advice or a recommendation to purchase, sell, or hold any investment. Ascensus assumes no liability for use of this illustration by any third party.

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With our fee-based platform, 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.
​
For a detailed breakdown of our fee-based pricing and additional fee illustrations, check out our plan pricing sheet.

VIEW PRICING DETAILS

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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.

contact us to Request a proposal

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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 5,100 of the absolute lowest-cost funds.†
​
Furthermore, we offer access to over 423 ETFs on our fee-based platform.

†Qualified as funds that offer service revenue of 0-25 bps. Data as of 12/31/2016. ​

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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 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 requests to add and exchange funds

Update the funds and the underlying percentages of model portfolios that you have constructed for your client

Efficiently manage multiple plans that share the same model portfolios at one time

Rebalance model portfolios to targeted allocations

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.​

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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.​

Contact us to Request a proposal