Retirement Plan — Solution Center Articles

A Newly Expanded Document Suite Provides Flexibility and Growth Opportunities for Document Sponsors

For years Ascensus has provided a full range of defined contribution plans—including 401(k) profit sharing, money purchase pension, and individual 401(k) plans. Last year we expanded our document suite and will further expand in 2024.

Solution CenterAscensusMarch 7, 2024Compliance & Operations, Business Insights, Retirement Plan, Qualified Retirement Plan, 401(k) Plan, Documents & Amendments

Consumer Education Tools You Need to Succeed

Quality consumer education is one of the most effective marketing tools that you can deploy as part of a successful business strategy.

Solution CenterAscensusDecember 7, 2023Business Insights, IRA, Qualified Retirement Plan, Retirement Plan, SIMPLE IRA Plan, SEP Plan, Education

Our Top 5 Takeaways from Ascend 2022

As we prepare for Ascend 2023, let’s look back at what we learned at Ascend last year from you.

Solution Center, IRA, Employer PlanAscensusFebruary 2, 2023Compliance & Operations, IRA, Qualified Retirement Plan, Business Insights, Retirement Plan

Cycle 3 Restatement: The Time to Act is Now

The Cycle 3 qualified retirement plan restatement deadline is fast approaching. If you’re an employer plan sponsor who has not taken action yet, or if you’ve gone through the restatement process but you’ve forgotten to sign and return documents, this message is for you.

Employer Plan, Solution CenterAscensusFebruary 3, 2022Business Insights, Compliance & Operations, Qualified Retirement Plan, Retirement Plan

Stay Connected and In Compliance with “e” Offerings

In today’s world, almost everything has to be offered digitally or available in an “e” format. Your IRA, retirement plan, ESA, and HSA business is no exception. Fortunately, Ascensus offers several “e” products and training solutions to help you stay connected and in compliance.

Employer Plan, ESA, HSA, IRAAscensusMay 6, 2021Compliance & Operations, Business Insights, IRA, HSA, Coverdell ESA, Retirement Plan, Education, Guidance & Legislation, Health