All Resources

Discover actionable insights to help you strengthen plan performance and deliver more value to your clients. This recorded webinar offers practical strategies for retirement advisors and plan sponsors focused on driving growth and improving outcomes.

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. 

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.

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

Discover the untapped potential of small business retirement plans and learn how these plans can expand your advisory practice to drive growth.

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

Discover how Corporate-Owned Life Insurance (COLI) can enhance nonqualified deferred compensation plans. Learn how COLI offers tax advantages, reduces plan costs, and supports long-term financial security for your clients. 

Show your clients the impact of our flat-dollar approach to recordkeeping fees on their plan fees and market value over time. Use our pricing calculator to create a custom illustration that demonstrates the plan value, and compare Ascensus plan pricing with current plan pricing to highlight potential savings and improved asset growth.

Help clients maximize the effectiveness of their bank-owned life insurance (BOLI) programs with these six best practices. Learn how to structure a BOLI program, understand regulatory and tax rules, review due diligence procedures, verify credit quality, monitor market conditions, and find a comprehensive provider.

Join the Elite Advisor program to enhance your advisory practice and reward your commitment to quality, transparency, and service excellence. This exclusive program offers advanced support, dedicated service, and unique opportunities to help you scale your business, position yourself as an expert, and grow your client base. 

Explore the concept of "getting there" both personally and professionally, and how it aligns with helping clients achieve their retirement goals. 
 
Our Advisor Stories series showcases real-world insights and strategies from successful advisors.

Learn how partnering with the right service provider can provide the expertise needed to grow your advisory practice.

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

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.

Leverage advanced technology, expert insights, and comprehensive plan solutions to drive efficiency, improve outcomes, and amplify your retirement practice with Ascensus.

Enhance your advisory practice with the Elite Advisor program, offering exceptional support, advanced tools, and expanded opportunities to drive growth and client satisfaction. 

Address common employer concerns about starting a retirement plan and learn solutions to overcome them. 

Download the guide

Scale and amplify your retirement practice by building your personal brand and leveraging Ascensus' resources and expertise.

With high interest rates persisting over the past few years, it's crucial for advisors to review and enhance clients' Bank-Owned Life Insurance (BOLI) policies to improve performance, credit, and risk-weight characteristics. Learn two proven strategies to help your clients optimize their BOLI portfolios.

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

Discover how integrating retirement plans into your practice can enhance client relationships, capitalize on growing demand, and protect your business from competitors

By: Jason Crane

Discover how to establish your personal brand as a financial advisor to stand out in a competitive market, attract clients, and grow your business.

Your growing retirement plan business requires actionable insights to inform client meetings, drive strategy, and demonstrate value to your clients. Explore the benefits of becoming an Elite Advisor—access a holistic view of your business, complete with analytics and recommendations for improved results.

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 BOLI programs can help clients offset employee benefit expenses, achieve higher returns, and improve credit characteristics, and discover how partnering with an expert in institutional insurances can help you navigate the complexities of BOLI while growing your long-term, sustainable revenue.

Leverage innovative solutions and data-driven insights to expand your advisory practice, enhance client experiences, and achieve stronger retirement outcomes. 

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

As an Elite advisor, you and your clients deserve exceptional service and support. Explore tactics and messaging examples to help you market and promote your Elite retirement practice, highlighting the distinctive benefits you offer.

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.

Explore sophisticated retirement plan solutions beyond the 401(k) to help your clients thrive and grow your advisory practice.

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.

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.