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Sales Assistance

Ascensus Consulting welcomes the opportunity to help financial professionals close more sales by being a source of practical retirement plan administration, compliance, and consulting services and information. We provide the following financial professional support services:
  • Make the financial professional look good
  • Attend client meetings jointly with financial professionals to explain our pricing and how our plan administration services complement the financial professional’s services
  • Prompt, up-to-date responses on questions related to retirement plan laws and regulations
  • Proposals with full fee disclosure
  • Prototype plan fee estimates
  • Attend enrollment meetings to explain our role and how it meshes with the financial professional’s role
Plan design illustrations
  • 401(k)
  • Profit Sharing
  • Integrated Profit Sharing
  • Age-Weighted
  • Safe Harbor
  • New Comparability
  • Traditional Defined Benefit
  • Cash Balance

Contact us for more information.