Ascensus Offers New Tools for Financial Advisors
Dresher, Pennsylvania–July 6, 2011–Ascensus, a leading retirement plan solutions provider, announced today plan design tools now available for financial advisors. These tools include a worksheet that can be used to help plan sponsors find the right “plan destination” for their current situation, while an informational PowerPoint presentation walks financial advisors through all aspects of plan design. Plan sponsors are encouraged to have a complimentary study run by Ascensus using their real plan information to show different scenarios.
With more than 30 years of industry experience, Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace. A division of Crump Group, Inc., a leading provider of retirement services and the largest, most diversified wholesale insurance distributor in the U.S., Ascensus services nearly 27,000 defined contribution plans in the micro to large markets and administers over 1.5 million IRAs. Core capabilities include ERISA consulting, compliance support, sales, trust services, multilingual participant education, training and documentation. Solutions are offered with open architecture investment capabilities tailored to the needs of institutional partners, third party administrators, financial advisors, plan sponsors and participants. Learn more at www.ascensus.com.
Director, Client Strategy