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Fort Wayne(888)422-3499
Indianapolis(800)234-0921
Cranbury(609)918-2500
Tampa(813)932-1211

Ancilliary Services

Ascensus Consulting is an independent third-party administrator that provides plan administration services for tax qualified defined contribution, defined benefit, and cash balance plans; these include plans such as 401(k) plans, 403(b) plans, profit sharing plans, and others:

Services provided as needed

  • Participant distributions
  • Hardship distributions
  • Qualified Domestic Relations Order (QDRO) distributions
  • Participant loans
  • Initial setup
  • Maintenance for the life of a loan
  • Additional work with auditors related to the Form 5500 for plans with more than 100 participants
  • Corrections made due to failed discrimination tests
  • Reallocation of forfeitures
  • Allocation of annual profit sharing or match contributions
  • Corrections due to incorrect census information
  • Insurance contracts
  • Cross-tested calculations
  • Non-standard definition of compensation
  • Annual document maintenance review

Contact us for more information.