Products & Services

Partner Products

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

 Vanguard Retirement Plan Access
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  
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        
(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        
    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.

    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                 
      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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