Growth Strategies · Help me prospect · Calculator or Tool
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.
Growth Strategies · SECURE 2.0 · Help me prospect · Calculator or Tool
Use the SECURE 2.0 Tax Credit Calculator to prospect small business clients by demonstrating potential tax credits available for sponsoring a retirement plan.
SECURE 2.0 · Provisions & priorities · Calculator or Tool
Help clients explore the tax credits available under the SECURE 2.0 Act, including eligibility criteria and potential savings, using the Tax Credit Calculator.
