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Sales Assistance

Ascensus Consulting assists financial professionals in maximizing their sales success with tax qualified retirement plans by:
  • Accompanying the financial professional to meetings with the employer/prospective employer to answer technical questions about setting up and operating a 401(k) or other type of tax qualified defined contribution, defined benefit, or cash balance plan
  • Providing illustrations for the financial professional to share with the employer/prospective employer
  • Providing transparent pricing information for our third-party administration services to enhance the employer’s/prospective employer’s confidence in our full fee disclosure practices
  • Providing platforms that support a multitude of fund choices.
Contact us for more information.