• Ascensus
  • Newport
  • FuturePlan
  • Provident Trust

Comprehensive solutions to grow your practice

Advance your practice with tools and services designed to help you build stronger client relationships and drive long-term growth. From retirement plans that support financial security to comprehensive offerings in insurance, consulting, and wealth management, our solutions are built around your success.

Retirement plans

Grow your practice with scalable retirement solutions designed to reduce administrative burden, deepen client relationships, and deliver long-term value.  

Ascensus 401(k)

Streamline plan administration and offer tailored investment options with a 401(k) platform built to grow your advisory business.

Ascensus 401(k)

CoPilot 401(k)

Deliver efficient, small business retirement plans that help you expand your services and reduce fiduciary risk.

CoPilot 401(k)

Non-Qualified Deferred Compensation (NQDC) Plans

Help clients attract and retain top talent with supplemental retirement plans designed for key employees and senior leaders.

NQDC Plans

Defined Benefit

Offer high-contribution retirement plans that help reduce client tax liability and elevate your position as a strategic partner.

Defined Benefit

MEPs and PEPs

Scale your business with multiple and pooled employer plans that streamline administration and offer cost-effective retirement solutions.

MEPS and PEPs

Individual(k)

Support self-employed clients with low-maintenance, owner-only 401(k) plans offering flexible investment options and technology-fueled service.

Individual(k)

Nonprofit, Government, and Prevailing Wage

Serve niche markets confidently using specialized retirement plans developed for nonprofit, government, and prevailing wage requirements.

Non-Profit, Government, and Prevailing Wage

401(k) Plan Options

Compare our single and pooled 401(k) plan options to help clients choose between pooled simplicity and single-plan flexibility.

401(k) Plan Options

See it in action.

Know what you're looking for? Let’s bring it to life with a personalized demo. 

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Institutional insurance

Deliver comprehensive protection and strengthen client relationships with institutional insurance solutions from Newport, an Ascensus company, that are designed to enhance your advisory services. 

Corporate-Owned Life Insurance (COLI)

Provide tailored financial strategies with COLI programs that help clients offset nonqualified benefit plan costs.

COLI

Bank-Owned Life Insurance (BOLI)

Offer seamless management of BOLI portfolios with a strategy that simplifies compliance and elevates your advisory services.

BOLI

Insurance Company-Owned Life Insurance (ICOLI)

Optimize insurance portfolios to help clients balance risk and return while positioning your practice as a strategic resource.

ICOLI

Credit Union-Owned Life Insurance (CUOLI)

Support credit union clients with CUOLI programs that align with their financial goals and operational needs.

CUOLI

Special fiduciary services

Navigate fiduciary complexities with confidence and deliver greater value to plan sponsors. Newport Trust's Special Fiduciary Services group offers fiduciary solutions, audits, and trustee support to help you safeguard plans, reduce risk, and reinforce your role as a trusted advisor, all supported by Ascensus.

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Broaden your client solutions

Optimize plan performance

Promote stronger business outcomes by helping clients improve retirement readiness and support employee financial wellness. Our programs equip you with tools to deliver impactful, advisor-led solutions that strengthen relationships and create lasting value.

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Why Ascensus

How Ascensus powers your business and your clients' retirement savings
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