In retirement planning, timing is everything—but generic messaging rarely delivers. And while early AI usage in the industry focused on operational efficiency, it’s now shifting from output to outcomes by using participant behavior to power more personalized participant communications that determine what to say, when to say it, and who needs to hear it. The result: a tailored approach where advisors and plan sponsors deliver timely, targeted, and AI assisted messaging that drives more meaningful engagement and better reflects the individuals their plans serve.

For financial advisors, practice growth often comes down to building the right relationships. One of the most valuable can be with a certified public accountant (CPA). Understanding the benefits of a CPA and financial advisor partnership  can help advisors expand their reach, strengthen client relationships, and support more connected financial conversations—without changing the role either professional plays.

Below are six reasons many advisors choose to work with CPAs.

Pooled Employer Plans (PEPs) are not a new concept in the retirement industry—but they are entering a new phase of relevance.

What began to help employers reduce administrative burden is now a PEP rally. Advisors are increasingly looking at PEPs not just as a solution for clients, but also as a way to rethink how they deliver value, scale their practice, and engage in meaningful conversations.

The shift is subtle, but important. 

Use this pricing calculator to create a custom illustration that demonstrates the plan value and compare Ascensus 401k plan pricing with current plan pricing.

NOTE: When selecting Full Service for the Ascensus Service Model, the estimate will reflect a $200 reduction on the base fee.