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Dive into the key factors to consider when evaluating a 401(k) plan provider, ensuring that the chosen recordkeeper aligns with client needs and business goals. From understanding fee structures to assessing customer service, learn what to look for when evaluating providers to make informed decisions that benefit your clients and their employees. 

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

Discover the importance of viewing service providers as partners to enhance client service and achieve better outcomes.

Our Advisor Stories series showcases real-world insights and strategies from successful advisors.

Help your clients navigate the new automatic enrollment requirements for retirement plans under the SECURE 2.0 Act. 

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.

Help your clients understand the improved coverage and new eligibility rules for long-term part-time (LTPT) employees under the SECURE 2.0 Act.

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.

Help your clients understand the new penalty-free distribution option for emergency expenses, including eligibility and benefits of the provision, introduced by the SECURE 2.0 Act. 

Help your clients navigate the changes to the required minimum distribution (RMD) age introduced by the SECURE 2.0 Act. 

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.

In an uncertain economic landscape, balancing compensation, retirement, and benefits programs is crucial for clients looking to attract and retain talent. Leverage insights from Ascensus' annual Compensation, Retirement, and Benefits Trends Report to guide your clients in understanding their program’s competitive position and making informed decisions for the year ahead.

Recent changes in the nonqualified deferred compensation (NQDC) plan landscape present new opportunities for employers. Tap into the latest trends—and use them to your advantage.