Demonstrate plan value to clients

How can our flat dollar approach to recordkeeping fees impact your client's plan fees and market value over time?
Use our calculator below to create a custom illustration for your clients to demonstrate the value of our plan.

Retirement Plan Pricing Illustration

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

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

Pricing • 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.

Retirement Plan Pricing Illustration

	Current	Year 3	Year 5	Year 10
	Annual Recordkeeping Costs				Cumulative Year-over-Year Savings
					Current Savings
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.
Current
Difference
	Total Plan Assets
					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.

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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