Looking for a transparent, fee-based retirement service model?
If you have an opportunity, Ascensus has a plan.
A respected leader
Ultimate pricing transparency
*Market Strategies International. Cogent Reports™. Retirement Planscape®. May 2016.
Fee Comparison Calculator

Plan Information
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Current Plan Pricing
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Ascensus Plan Pricing
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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.

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As plan assets grow, our recordkeeping fees remain the same and actually decrease as an overall percentage of assets. |
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Ascensus | Flat dollar recordkeeping fees can make a major difference in overall plan assets and market value over the life of the plan. |
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Plan InformationMust be 1 to 100,000
Must be 0 to 100%
Must be 0 to $100,000,000
Must be 0 to 50%
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Current Plan Pricing
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Ascensus Plan Pricing
Must be 0 to $100,000
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For a detailed breakdown of our fee-based pricing and additional fee illustrations, check out our plan pricing sheet.
Make the smart move for your fee-based business
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
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.
Manage your book of business simply and efficiently with Investment Change Manager
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
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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
At Ascensus, our business is helping you grow yours
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.