Products & Services

Ascensus Products


Three customizable product platforms to choose from, all backed by best-in-class service. 

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Ascensus Full Service Ascensus TPA Recordkeeping Only Ascensus Consulting
Overview
Ascensus Full Service offers virtually all the services you and your clients need to manage a retirement plan. This integrated solution allows Ascensus to bring all the key components of a retirement plan together through a single service team. Ascensus TPA Recordkeeping Only is specifically designed for plans who wish to work with a local TPA. This solution lets the TPA focus on plan design and compliance, while we handle the plan's recordkeeping and investments. Combining plan design and compliance, this specialized solution lets you craft retirement plans that are as unique as your clients' needs. With Ascensus Consulting, you can create and manage defined contribution and defined benefit plans, including cash balance and combination plans.
Service platform
Full Service Recordkeeping Only Compliance Only
Pricing models
Supports fee- and commission-based advisor compensation models
Owner-only plans
In addition to the corporate market solutions above, Ascensus also provides solutions for your clients in business for themselves. Whether you need a full-service solution on our platform or need us for compliance and reporting for assets you manage separately, we have the solution for you.
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