All Resources

Watch how dedicated service teams can enhance client relationships and achieve retirement plan goals. Our Advisor Stories series showcases real-world insights and strategies from successful advisors.  

Learn how advisors can transform retirement plan participation rates through strategic planning and personalized support. 
 
 Our Advisor Stories series showcases real-world insights and strategies from successful advisors.

Understand what retirement plan sponsors look for in a financial advisor to effectively showcase your value and grow your business.

Learn how mastering technology, offering comprehensive resources, and prioritizing two-way communication can help you build trust with clients as an advisor.  

Prepare for new client meetings by anticipating key questions and providing thoughtful answers to build trust and establish long-lasting relationships.

Explore a sample of our Plan Health Report to leverage research and data provided by our recordkeeping platform. These insights help you understand specific plan activities, compare plans to others, and identify features that drive optimal retirement readiness.

Enhance client retention and grow your advisory practice by building strong relationships through effective communication and personalized engagement.

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. 

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

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 your clients drive success with employer-sponsored retirement plans. This comprehensive guide equips advisors with the tools to support their clients in creating and managing effective retirement plans, helping employees financially prepare for the future while enhancing business outcomes. 

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

Explore how cost of living adjustments (COLAs) impact contribution limits and the operations of qualified retirement plans, SEP plans, and SIMPLE plans. Learn about the annual adjustments required by Section 415 of the Internal Revenue Code and how they affect your clients' retirement planning.

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.

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

Scale your business by offering Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs), which reduce administrative and financial burdens for employers.

Explore the benefits and features of the Ascensus Secure Retirement PEP, which offers an affordable, customizable retirement solution for advisors and their clients.

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

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.