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.

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. 

Boost your PEP efforts with ready-to-use marketing campaigns, designed to help you win new business with minimal effort. 

Help clients choose the right retirement plan provider by comparing key factors beyond fees to ensure better service and participant engagement. 

Help clients understand the costs associated with their retirement plans, ensuring they choose the best provider for their business. 

Help clients understand the costs associated with their retirement plans, ensuring they choose the best provider for their business. 

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. 

Help clients evaluate retirement plan providers using a comprehensive checklist to ensure they choose the best fit for their business needs.

Explore how cost of living adjustments (COLAs) impact contribution limits and the operations of qualified retirement plans, SEP plans, and SIMPLE plans. Learn about the annual adjustments required by Section 415 of the Internal Revenue Code and how they affect your clients' retirement planning.

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

Learn how advisors can launch their own branded PEPs to increase brand awareness and grow their retirement practice.

Explore how advisors can use PEPs to collaborate with Centers of Influence for cross-selling and expanding their business.

Learn how advisors can use PEPs to increase profit margins by improving efficiencies and reducing costs.

Use the SECURE 2.0 Tax Credit Calculator to prospect small business clients by demonstrating potential tax credits available for sponsoring a retirement plan.

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

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

Scale your retirement plan business efficiently by recommending pooled employer plans (PEPs) to clients, leveraging economies of scale and simplified administration.

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.