Products & Services

Partner Products

Through Ascensus' partnerships, we can deliver a platform that offers access to solutions from leaders in the retirement industry.


   Vanguard 
 Vanguard Retirement Plan Access
 888-684-401k 
Vanguard Retirement Plan AccessTM allows fee-based advisors to offer low-cost, high quality retirement plans to their 401(k) clients from start-ups to $20 million-plus in assets. As a retirement plan leader, Vanguard offers:
  • High quality, low-cost funds with the flexibility to add other investments
  • Low all-in costs with flexible payment options that may potentially reduce out-of-pocket expenses
  • Plan sponsor support to simplify plan management and aid with compliance
  • Flexible plan design options for smooth implementation
  • Personalized participant support

  Mutual of Omaha 
www.getretirementright.com  
877-401-7253
Mutual of Omaha Retirement Services provides a 401(k) solution that’s easy to understand and simple to administer. And whether you’re new to the 401(k) business or a seasoned veteran, Mutual of Omaha offers advisor support from pre-sale prospecting through plan onboarding.
 
With a product suitable for anything from small entrepreneurs to large, multi-location corporations, Mutual of Omaha delivers:
  • Flexible plan design options
  • Non-proprietary fund line ups
  • A full scope of fiduciary protection
  • Independent and objective investment oversight
  • Dedicated staff from implementation to ongoing support
  • Plan-specific websites for plan sponsors, participants and the advisors

      Putnam Investments
    www.putnam.com        
    (866) 207-7261 
    Putnam at-a-glance
    • Over 75 years of investment experience
    • $156 billion in assets under management*
    • Over 80 mutual funds and 50 institutional strategies across a range of asset classes and investment styles
    • 205 investment professionals
    • Offices in Boston, London, Frankfurt, Tokyo, Sydney, Singapore, and Beijing

      Pacific Life
      www.pacificlife.com        
      800-722-2333 ext. 3939
      With the Pacific Life Keystone Program, you can meet the plan sponsors' needs with a retirement plan solution that includes Fee Transparency, Flexible Investment Options, and Dedicated Service.

        ShareBuilder 
      http://sharebuilder401k.com
      800-943-6108 x1
      ShareBuilder 401k brings together leading online and offline technologies with a low cost, index-based approach to investing. Their seamless platform serves any size business or need.
      • Easy - Online and paper free
      • Affordable - Low pricing, fully disclosed
      • Smart - Diversified funds and model portfolios make it easy for customers to make sensible investment choices
         
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