All Resources

Turn pooled employer plan (PEP) pricing into a clear comparison you can walk through with prospects. Use this calculator to estimate PEP costs and generate a client-ready illustration you can share after the conversation.

Use this pricing calculator to create a custom illustration that demonstrates the plan value and compare Ascensus 401k plan pricing with current plan pricing.

NOTE: When selecting Full Service for the Ascensus Service Model, the estimate will reflect a $200 reduction on the base fee.

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

Boost your prospecting and conversion efforts with a ready-to-use marketing campaign, designed to save time and enhance engagement.

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

Boost your financial advisory practice by dedicating a few hours each week to marketing activities, leveraging community engagement, social media, and thought leadership content.

Learn how writing effective prospecting emails—focusing on client needs and establishing value—can help you grow your 401(k) business.

Expand your book of business by leveraging easy prospecting methods and partnering with specialized providers to offer 401(k) plans to clients.

Technology developed in a vacuum rarely works in the retirement space.

Real progress happens when the people who use the tools — advisors, sponsors, and participants — shape them. That’s why Ascensus’ development approach and post launch assessment begin not with features, but with your feedback.