All Resources

Help clients explore the tax credits available under the SECURE 2.0 Act, including eligibility criteria and potential savings, using the Tax Credit Calculator.

Help your clients navigate the complexities of the SECURE 2.0 Act and its impact on their retirement plans by sharing essential information on key provisions relevant for them. 

Help clients prioritize the key provisions of the SECURE 2.0 Act for their defined benefit and cash balance plans. 

Help clients prioritize the key provisions of the SECURE 2.0 Act for their defined contribution plans, guiding them through the most impactful changes, helping them comply with the provisions. 

Help your clients prioritize the key provisions of the SECURE 2.0 Act for their individual retirement account.

Discover how PEPs can help advisors grow their business by leveraging economies of scale, reducing administrative burdens, and enhancing participant outcomes. 

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.

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