Maximize Your Financial Practice with Effective Strategic Partnerships
- Business Growth: Ascensus provides a wide range of solutions, allowing advisors to tailor plans to each client's needs and expand their practice.
- Efficiency: Advanced technology simplifies tasks and improves efficiency, maximizing advisors' time.
- Client Loyalty: Deep experience and exceptional service from Ascensus help maintain high client satisfaction and retention rates.
With all the work that goes into creating a thriving and sustainable retirement practice, don’t forget about one of the building blocks that’s essential to success: partnership.
The right partner does so much more than simply administer your clients' plans. They help you to:
- Grow your business by offering a wide range of solutions and giving you the freedom and flexibility to choose what works for each client.
- Maximize your time through ever-evolving technological capabilities that simplify tasks and improve efficiency.
- Create loyal clients by backing you up with deep experience and world-class service that keeps your clients happy and your retention levels strong.
Not all providers check each of these boxes. But when you team up with Ascensus, this is exactly what you'll get.
Breadth and depth of flexible solutions
Through the combined strengths of Ascensus and Newport, we’re able to bring you robust products and solutions, using advanced technology and tools that simplify the experience for you and your clients. No two clients are the same, so having access to a broad and deep portfolio of solutions ensures you have everything you need to structure the right plan for every client scenario.
Tap into our expertise for:
- Defined contribution plans: 401(k), 403(b) ERISA and non-ERISA, Governmental 457(b), multiple employer plans (MEPs) and pooled employer plans (PEPs), prevailing wage
- Defined benefit plans: Pension, cash balance, and traditional defined benefit
- Nonqualified plans: Executive benefit plans and funding strategies
- Other retirement plan designs: SEP and SIMPLE IRAs, employee stock ownership plans (ESOP), profit sharing, money purchase pension (MPP) and more
We also have key programs and services that add value for your clients and can help simplify administration, drive participation, and boost retirement readiness. From fiduciary programs and managed accounts to financial wellness and auto-features to name just a few, we have ideas to help you and your clients optimize plan performance. Better yet, when clients adopt these offerings, it can help you increase your revenue.
Take your practice to the next level - become an Elite Advisor
The Elite Advisor program is an exclusive experience that rewards you for continuing to partner with Ascensus to help your clients achieve their retirement plan goals. As an Elite Advisor, you’ll enjoy our highest levels of support and service along with unique benefits to help distinguish your practice and grow your business.
Learn more or call us at 800-345-6363 to discuss the advantages of becoming an Elite Advisor.
Peace of mind
Ascensus is a partner you can trust—for clients large and small.
- 2022 Retirement Leader of the Year1
- 52 "Best in Class" awards for retirement plans up to $200 million, with the most won among all retirement plan providers for plans up to $50 million2
- 2023 PLANADVISER Adviser Choice Awards, winner in the recordkeeping category3
- Top 10 defined contribution (DC) recordkeeper by total DC assets under administration4
World-class service is at the heart of every plan.
- +81 Net Promoter Score (NPS) for overall client satisfaction and +78 NPS for onboarding experience5
- 97% client retention rate6
- Top 10 in JD Power Retirement Plan Digital Experience for customer satisfaction7
- Top 5 provider in DC plans serviced8
- 9+ years average plan length on the platform9
1With Intelligence. With Intelligence Mutual Fund & ETF Awards. June 2022.
2PLANSPONSOR. 2022 Defined Contribution (DC) Survey. March 2023.
3PLANADVISER. 2023 Retirement Plan Adviser Survey. March 2023.
4Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2021. March 2022.
5As of June 30, 2023.
6As of December 31, 2022. Excludes plan terminations and mergers and acquisitions.
7JD POWER 2022 U.S. Retirement Plan Digital Experience Study. June 2022.
8Based on The Cerulli Report: U.S. Retirement Markets 2021 and aggregating the Ascensus and Newport books to reflect we’re a unified entity.
9Ascensus-only platform data as of June 30, 2023.