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OUR EXPERTISE IS YOUR COMPETITIVE ADVANTAGE

For advisors and plan sponsors, we help transform retirement plan design and
administration challenges into seamless and extraordinary results.

About us Contact us
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WHO WE ARE

We're a leading third-party administrator offering a full spectrum of creative
plan design, strategic consulting, IRS and DOL regulatory compliance services,
an actuarial practice and end-to-end plan administration for every plan. Not to
mention, a technologically advanced national organization with the heart and
soul of a hands-on business partner.

TOGETHER, WE'RE MAKING A DIFFERENCE IN THE LIVES OF MILLIONS.

Learn more




WHO WE PARTNER WITH

How can we serve you?


ADVISORS

We understand your challenges and partner with you at every stage of the sales
cycle to help you grow your practice and deliver exceptional client outcomes.
We’re an extension of your team with a presence in all 50 states, providing
creative plan design, marketing resources and technical solutions.

Advisor Sales Tools Choosing a TPA



PLAN SPONSORS

We take the burden of plan design and administration off your plate so you can
focus on running your business. We can help you attract and retain talent, lower
your tax liabilities as well as take on many of your administration and
compliance challenges.

Retirement Plan Consulting Resources Regulatory Updates



INSTITUTIONAL PARTNERS

We provide differentiated solutions that can be scaled, co-branded or licensed
to enhance your offerings and boost your competitive edge. Together we can build
a trusted partnership that aligns with your capabilities and strengthens your
success.

Resources Our Partnerships



READY TO PUT OUR EXPERTISE TO WORK FOR YOU?

We understand your challenges. Whether it's designing a plan that can make you
competitive for talent in today’s marketplace, or helping you drive your sales
cycle for a new client – we have flexible, innovative solutions to help you
differentiate and succeed.

Request a proposal



OUR EXPERTISE

Centers of Excellence


3(16) FIDUCIARY SERVICES

Our experts take on the fiduciary burden, helping plan sponsors reduce
liability, save valuable time, and gain peace of mind.


PREVAILING WAGE PLANS

Decades of experience delivering specialized benefit plans for the construction
industry, helping firms reduce costs and win bids.


CASH BALANCE PLANS

Actuarial experts delivering the nation’s most advanced tax-efficient plan
designs, popular with high earning professionals.


SOLO(K) / SOLO DB PLANS

Specialized plan services helping self-employed business owners and consultants
maximize savings.


ESOPS

National leaders in providing innovative, tax-efficient Employee Stock Ownership
Plans that help reward and retain employees.




FOOTER


QUESTIONS?
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Service Support for Current Clients
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FuturePlan by Ascensus provides plan design, administration and compliance
services and is not a broker-dealer or an investment advisor. Copyright ©2023
Ascensus, LLC. All Rights Reserved.


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