Optimize Plan Performance
A stronger retirement plan, financially healthier employees, better business outcomes.
We have the key programs and services to help you get there.
Auto Features
Help employees begin and accelerate their savings with auto-enroll and auto-increase.
Fiduciary Programs
Reduce investment lineup risk through a 3(21) Advisory Service or 3(38) Investment Management.
Financial Wellness
Boost engagement and retirement readiness through resources that help employees achieve financial well-being.
eDelivery
Go paperless with more secure, electronic delivery (eDelivery) of statements and important plan-related communications.
Managed Accounts
Provide a hands-off investing option for employees who want advice and account management from an investment pro.
Payroll Integration
Save time and simplify your payroll administration by integrating your payroll data with our recordkeeping platform.
Key benefits
Simplify administration, drive participation, boost retirement readiness, and much more with these plan optimizers.
Talk to your advisor or contact your Client Service team for ways to support plan performance and health.
Auto-Features | Financial Wellness | Managed Accounts | Fiduciary Programs | eDelivery | Payroll Integration | |
|---|---|---|---|---|---|---|
Saves time | ||||||
Reduces administration risk | ||||||
Simplifies administration |
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Increases participation |
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Provides portfolio allocation assistance | ||||||
Results in better savings rates | ||||||
Increases retirement readiness and engagement | ||||||
Aid employee attraction and retention | ||||||
Optimizes performance and plan health |
Interested in learning more?
Already working with Ascensus? Contact your Client Service team.
New to Ascensus? Contact your advisor.
1Managed accounts are offered through non-Ascensus, third-party providers.
Neither the material contained herein nor in our website is intended to be, or construed as, an offer to sell or a solicitation to purchase any securities product. No person has been authorized to make recommendations or provide investment advice on behalf of Ascensus, LLC, with respect to any securities product, and nothing herein or as presented on our website is intended to serve as a recommendation or investment advice.
With regard to managed accounts, please read the participating money manager's disclosure brochure, including any supplements, for important information and disclosures. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. Investment advisors are not owned by, affiliated with, or supervised by Ascensus, LLC, or any of its subsidiaries. Services and fees may vary depending on which money manager is selected and are subject to a money manager's acceptance of the account.
Based on your broker-dealer firm, institutional partner arrangement, and/or selling preferences, some program features may not apply.