
SECURE 2.0 · Contributions · Information Guide
Automatic Enrollment Requirements Under SECURE 2.0
Help your clients navigate the new automatic enrollment requirements for retirement plans under the SECURE 2.0 Act.
SECURE 2.0 · Contributions · Information Guide
Help your clients navigate the new automatic enrollment requirements for retirement plans under the SECURE 2.0 Act.
SECURE 2.0 · Contributions · Information Guide
Help clients understand the new tax credit for including military spouses in their employer-sponsored retirement plans under the SECURE 2.0 Act, guiding them through eligibility criteria and benefits.
SECURE 2.0 · Contributions · Information Guide
Help your clients understand the improved coverage and new eligibility rules for long-term part-time (LTPT) employees under the SECURE 2.0 Act.
SECURE 2.0 · Contributions · Information Guide
Help clients understand the Pension-Linked Emergency Savings Accounts (PLESAs) introduced by the SECURE 2.0 Act, and guide them through the implementation and benefits of PLESAs.
SECURE 2.0 · Contributions · Information Guide
Guide sole proprietor clients through the process of establishing and funding their 401(k) plans, helping them take full advantage of the new provisions under SECURE 2.0.
Growth Strategies · Advisor PEPCAST · Video
Discover how PEPs can help advisors grow their business by leveraging economies of scale, reducing administrative burdens, and enhancing participant outcomes.
Engage Clients · Plan design & capabilities · Products and Services
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.
Engage Clients · Plan design & capabilities · Products and Services
Scale your business by offering Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs), which reduce administrative and financial burdens for employers.
Engage Clients · Plan design & capabilities · Products and Services
Enhance your advisory practice by offering payroll integrated 401(k) solutions, streamlining processes for clients and increasing your revenue streams.