All Resources

Learn how effective communication and partnership can transform retirement plan engagement and employee morale. 

Help retirement plan sponsors understand their fiduciary responsibilities, positioning yourself as an essential advisor and resource. 

Help clients understand the power of targeted messaging to improve retirement savings outcomes. Guide clients through the use of behavioral finance principles and A/B testing to create effective participant communications.

Help your clients understand how behavioral interventions can prompt smarter financial decisions among retirement plan participants. 

Through Ascensus, advisors can offer a fully integrated financial wellness program powered by Financial Finesse. This holistic financial wellness benefits program combines retirement plan administration with fundamental financial education and coaching. It is designed to help improve employee financial well-being by addressing daily finances, such as debt and budgeting, so they can save more effectively for retirement.

Streamline your investment management process with Ascensus’ exclusive Investment Change Manager (ICM), a powerful online tool built for financial advisors.  ICM gives financial advisors complete control over fund changes across multiple plans, transforming complex administrative tasks into simple, compliant workflows.  Designed to save time and enhance transparency, ICM helps you build stronger client relationships while improving operational efficiency.

Discover how Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs) offer cost-effective, low-risk retirement solutions for clients of all sizes to help close the retirement gap.

Pooled employer plans (PEPs) are a type of retirement plan designed specifically to eliminate some of the barriers that have traditionally kept smaller businesses from offering a retirement savings plan, and make it easier for more Americans to participate in an employer sponsored retirement plan. 

Help clients navigate state-mandated retirement programs and explore alternative qualified plan options to meet their business needs. 

Discover the untapped potential of small business retirement plans and learn how these plans can expand your advisory practice to drive growth.

Help your clients drive success with employer-sponsored retirement plans. This comprehensive guide equips advisors with the tools to support their clients in creating and managing effective retirement plans, helping employees financially prepare for the future while enhancing business outcomes. 

Explore a range of managed account options to enhance your advisory services and meet your clients' diverse needs. Learn about key factors to consider — including fees, advice models, and rebalancing frequencies — and discover how our independence and strategic relationships provide you with the flexibility to offer tailored investment solutions. 

Compare various retirement plan options to find the best fit for your clients, considering factors like eligibility, contributions, and administrative responsibilities.

Find the right plan for your client with our small business plans overview.

Explore how CoPilot 3(38) retirement plans can save you time and help grow your business with streamlined, transparent pricing and low-cost investment menus. Ascensus offers two CoPilot 401(k) retirement plans—traditional and Individual(k)^™—that are cost-effective and ease the investment and administrative burden of managing a 401(k) plan. 

Join the Elite Advisor program to enhance your advisory practice and reward your commitment to quality, transparency, and service excellence. This exclusive program offers advanced support, dedicated service, and unique opportunities to help you scale your business, position yourself as an expert, and grow your client base. 

Give your clients the support and protection they need with Ascensus 3(16) Administrative Fiduciary Services. Our support for day-to-day plan management and routine monitoring creates efficiencies for clients, allowing you to focus on growing your business.

Scale your business by offering Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs), which reduce administrative and financial burdens for employers.

Your growing retirement plan business requires actionable insights to inform client meetings, drive strategy, and demonstrate value to your clients. Explore the benefits of becoming an Elite Advisor—access a holistic view of your business, complete with analytics and recommendations for improved results.

Explore the benefits and features of the Ascensus Secure Retirement PEP, which offers an affordable, customizable retirement solution for advisors and their clients.

Enhance your advisory practice by offering payroll integrated 401(k) solutions, streamlining processes for clients and increasing your revenue streams. 

Explore a sample of our Plan Health Report to leverage research and data provided by our recordkeeping platform. These insights help you understand specific plan activities, compare plans to others, and identify features that drive optimal retirement readiness.

Managed account programs offer personalized solutions to improve retirement readiness for plan participants. Share the key aspects of managed accounts and how they can enhance retirement outcomes with plan sponsors, and learn how it can help you scale your practice. 

As an Elite advisor, you and your clients deserve exceptional service and support. Explore tactics and messaging examples to help you market and promote your Elite retirement practice, highlighting the distinctive benefits you offer.

Expand your advisory practice by integrating retirement plans, leveraging the SECURE 2.0 Act and state mandates to meet growing demand and enhance client relationships.