Ascensus Secure Retirement Pooled Employer Plan
Strengthen your advisory offering with a cost-effective pooled employer plan (PEP) built to scale your business. The Ascensus Secure Retirement PEP streamlines plan administration and enhances client satisfaction, especially for small to mid-sized businesses.
With flexible plan design, expert support, and a focus on service excellence, it’s a powerful way to grow efficiently and deliver more value to your clients.
Comprehensive support for you and your clients
Gain more time to focus on your clients and your growth with a retirement plan solution that reduces complexity, scales with your business, and helps you deliver more value with less effort.
Turnkey plan management
Deliver value to clients by recommending a fully bundled 401(k) solution that features compliance oversight, integrated services, administrative support, and seamless onboarding from Ascensus and trusted partners.
Scalable experience
Simplify plan oversight with integrated trust and custody services, and reduce daily complexity through a centralized digital platform that gives you easy access to plan data and management tools.
Simplified plan oversight
The Ascensus Secure Retirement PEP includes both a 3(16) administrative fiduciary and 3(38) investment fiduciary, freeing you up from day-to-day plan management and investment oversight while delivering greater value to clients.
Tools to grow Your PEP business
From PEP prospecting to plan management, these resources are built to help you scale your business while simplifying retirement planning for your clients.
PEPCAST: Smarter Conversations for Smarter Growth
Tune into the Advisor PEPCAST series for quick, insightful conversations designed to help you grow your PEP business with confidence and clarity.
Why Ascensus
Alignment with you
We sit on the same side of the table with you, so you have the autonomy to design and manage clients’ plans and grow your business with confidence.
Intuitive experiences
We make managing the full lifecycle of the plan frictionless, with a relentless commitment to client experience that makes it easy for your clients and their employees to do what they need to do.
Technology-fueled service
We blend technology with human expertise to provide the highest level of service, so you and your clients feel confident and secure.