All Resources

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.

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.

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

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.

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

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.

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.

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.