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Required 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.

Required annual administration services
  • Summary of accounts
  • Form 5500
  • Discrimination Testing
  • 410(b), 415, 402(g), 401(a)(4), 404(a)
  • Top Heavy
  • Monitoring and amending a plan to help ensure it complies with evolving IRS and DOL Rules
  • Monitoring, redesigning, and/or amending a plan document to reflect significant changes in a company
Contact us for more information.