Growth Strategies · Expand my practice · Article
Strengthening CPA Partnerships During Tax Season
Improve the tax season experience for your clients by aligning planning and tax preparation through a stronger collaboration with a CPA.
Clients are rethinking benefits. Advisors should be, too.
New survey insights reveal how financial-focused benefits are shaping employer priorities and where advisors can lead more impactful client conversations.
Advisor insights
Expand Your Offering with Nonqualified Deferred Compensation
Show Prospects Potential Plan Costs
Grow Your Book with Small Business Plan Opportunities
Alignment with you and your clients
Because we are independent and don’t rely on the sale of downstream products to be profitable, we're able to focus on designing and managing plans in the best interests of your clients and their employees—delivering flexible product lines, value-added capabilities, and complete solutions that support long-term success.
Improving saver outcomes
Empower clients and participants with on-the-go access to retirement planning with the READYSAVETM app, featuring enhanced forecasting and real-time transactions, and a comprehensive multi-plan view.
Delivering administrative ease
Help plan sponsors offload day-to-day plan oversight and reduce fiduciary risk with 3(16) Administrative Fiduciary Services, delivering expert support that’s tailored to your clients’ needs.
Offering the right solution
Deliver a solution with maximum investment flexibility, and a dedicated service model that simplifies plan management.
Intuitive experience
Our singular focus when it comes to offering and administering retirement plans: making it easy for your clients and their employees to do what they need to do.
For participants, that means simplicity along the potentially 40-year-long journey to retirement—from the way they learn about the plan, to join the plan, to manage the plan. to eventually draw down from the plan.
See the participant experience for yourself.
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Technology-fueled service
Blending technology and human expertise so your clients feel confident and secure
Our culture of service excellence blends technology and human expertise to make retirement planning seamless and secure.
By curating a best-in-class solution for small to mid-sized markets, we integrate proprietary expertise with carefully curated partner solutions, ensuring the highest standards of information security. We use Artificial Intelligence to improve the client experience, enabling individuals to focus on consultative engagements. Armed with data-driven insights, our specialists excel in identifying and addressing plan opportunities.
92.3% satisfaction
Clients are satisfied.
97% retention rate
Clients are loyal.
World class NPS score of 75
Clients recommend us.
Latest education, resources and webinars
Growth Strategies · Expand my practice · Article
Grow Your Practice: CPA and Financial Advisor Partnership Benefits
At some point, every advisor runs into a situation that crosses into tax territory. A business sale. A big liquidity event. A client income picture that keeps changing year to year. You can clearly see the investment strategy. But the tax side is layered and nuanced. That’s where a strong CPA relationship can make a real difference.
You don’t need to be a tax expert. In fact, trying to be a “jack of all trades” can introduce risk and dilute your value. Clients don’t expect you to do everything, but they do expect you to build the right team around them.
A CPA advisory collaboration brings investment strategy and tax planning together in a way that feels more complete, more thoughtful, and more aligned to the client’s full financial picture.
Engage Clients · Digital Experience & Technology · Podcast
Easing Compliance Headaches with Technology Solutions
As retirement plan compliance grows more complex, advisors are turning to technology to reduce risk and streamline processes. Hear how Ascensus experts are leading the way in our latest Tech.FWD podcast episode.
Engage Clients · Digital Experience & Technology · Video
How AI is Transforming Retirement Plan Administration
Insights from Ascensus Executive Chairman David Musto
Artificial intelligence is reshaping retirement plan administration by improving data accuracy, streamlining operations, and delivering better outcomes for savers. In this video, Ascensus Executive Chairman David Musto shares how predictive analytics and intelligent automation are changing how retirement plans are designed, managed, and delivered.
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Looking to grow your practice or explore how our solutions can support your clients? Request a proposal, schedule a demo, or simply start the conversation by completing the form, and our team will be in touch.