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

Consultation

Ascensus Consulting is an independent third-party administrator that provides consultation to employers and financial professionals on topics ranging from the basics of setting up defined contribution, defined benefit, and cash balance retirement plans to specific situations requiring research into current Internal Revenue Code and Department of Labor rules and regulations. Our services include:

Setting up and operating retirement plans for a:
  • Sole practitioner
  • Small-to-midsize business
  • Multi-entity corporation
  • Not-for-profit organization
Plan design change questions:
  • Due to significant changes within the company
  • To maximize deferred income for the business owners
  • To minimize costs for the employer and the plan participants
  • To establish an automatic enrollment program
Distribution questions related to:
  • Resignations
  • Retirement
  • Loans
  • Divorce
  • Death
We assist with plan audits conducted by the Internal Revenue Service or the Department of Labor. Our assistance is provided with the goal of making the audit process as smooth and undisruptive as possible to the employer while still adhering to the rules, laws, and regulations set forth by these Federal agencies.

Contact us
 for more information.