Products & Services

Small Business IRA Plans

Ascensus SEP and SIMPLE plans leverage the efficiency of a paperless plan set up process with the quality service you deserve.
 
 
 
 
Overview
Ascensus' dedicated IRA service team handles all aspects of the financial professional, employer, and participant relationships. Using Ascensus' existing recordkeeping platform, plans are included in the book of business view on the financial professional website. Ascensus' investment platform offers a diverse investment menu that can be designed to suit your needs.


Pricing models
Supports both level commission-based and fee based compensation models
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