401(k) Plans
Offer smarter retirement plan solutions that help you deepen client relationships and scale your business. With single and pooled employer plan options, our flexible 401(k) solutions make it easier to deliver value, reduce risk, and stand out in a competitive market.
Ascensus single vs. pooled employer plan options
Compare PEP and traditional 401(k) plan structures side by side to find the right fit for your clients and the right growth opportunity for your practice.
Key features
Full-service administration
Third-party administrator service arrangements
Streamlined plan design
Investment options
3(16) administrative services
Managed account options
Automatic enrollment and automatic increase
Flexible integration with payroll providers
Financial wellness programs
READYSAVE™ app
Onboarding support from a dedicated consultant
In-person and virtual enrollment meetings
Ascensus SECURE Retirement PEP
pooled employer plan
Determined by 3(38)
Included
PEP-dependent
Ascensus Retirement Solution 401(k)
single employer plan
Flexible
Open architecture
Available
Available
CoPilot 401(k)
single employer plan
Determined by 3(38)
Auto enrollment required
Strategic 401(k) options that enhance advisor growth
The right 401(k) structure doesn’t just serve your clients; it helps you grow your practice with less friction, fewer risks, and more time to focus on what matters.
Simplify complex choices
Cut through client confusion with clearly defined 401(k) options that make it easier for you to guide decisions and build trust.
Reduce administrative headaches
Spend less time on plan logistics and more time focusing on your book of business with built-in administrative support.
Minimize fiduciary risks
Reduce fiduciary liability for clients while positioning yourself as a trusted advisor, bringing confidence to every client conversation.
Explore more resources
Check out helpful resources related to this topic. Then visit Advisor Central to explore more articles and find tools that can help you serve your clients’ retirement planning needs.
Start the conversation.
Discover how Ascensus 401(k) plan options can help you deliver more value to clients and grow your retirement plan business. Complete the form and a specialist will reach out to discuss our various 401(k) solutions.