All Resources

How User Input is Driving Retirement Technology Innovation

Engage Clients · Digital Experience & Technology · Article

How Feedback Shapes Ascensus Retirement Plan Technology

Technology developed in a vacuum rarely works in the retirement space.

Real progress happens when the people who use the tools — advisors, sponsors, and participants — shape them. That’s why Ascensus’ development approach and post launch assessment begin not with features, but with your feedback. 

Maximize Nonqualified Plans with COLI: Tax-Efficient Funding for Key Talent

Growth Strategies · Expand my practice · Article

Boost NQDC Plans with COLI

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.