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Ascensus Consulting Logo Always have a plan

Financial Advisors

Ascensus Consulting is a retirement administration, plan design, and actuarial firm that is wholly owned by Ascensus--the largest independent retirement and college savings services provider in the United States. We serve clients across the United States from our offices in Indiana, New Jersey, and Florida.

We are not associated with any particular investment fund and do not manage assets; our fees are based on administration services provided. We work as a team with financial professionals, chosen by the employer, to help design and implement plans that best serve the client’s goals.
Sources of New Clients
  • Referrals from financial professionals
  • Direct contact with employers
  • Bank trust departments
  • Referrals from product wholesalers
  • Referrals from current clients
Reasons for 90% Client Retention
  • Direct contact between our consultant/assistant service teams and the clients provides for personal service to address any questions specific to transitions and any ongoing plan concerns
  • Low turnover among our staff provides clients with continuity with the same service team
Contact us for more information.