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 specializes in providing the right retirement solutions for your clients. Through extensive research, they've built a comprehensive portfolio composed of only the best retirement products available.

  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

        3D Asset Management
      www.3Dadvisor.com                 
      860-291-1998 
      3D Asset Management, Inc. ("3D"), an ERISA Investment Manager, supports the needs of fee-based advisors (including Consultants, TPAs and Financial Advisors) seeking to offer 401(k) participants managed asset allocation portfolios using low-cost ETFs (exchange-traded funds).
         
         
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