SERVICES
Providing Measurable Differences with Value Based Retirement Services
IMPLEMENTATION
& TRANSITION
CUSTOMIZED
STRATEGIES
PROVEN
RESULTS
Through our transparent fee structure with custom low-cost options in addition to teaming up with an outside investment 3(38) fiduciary to provide you with customized solutions, and have dynamic fund management, we also offer 3(16) fiduciary services which relieves you of the burden of managing the many day-to-day administrative tasks associated with your 401(k) Plan and provides a more comprehensive service equation that is all designed to produce improved results
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Implementation of new plans
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Reinstatement of existing plan
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Prepare plan documents
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Ensure plans run in compliance with plan documents
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Engaged with every action between the new/prior recordkeeper & TPA in transferring the existing assets to the new platform
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Perform ongoing administration
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Monitor the recordkeeper transactions
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Review participant transactional request prior to approval
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Act as the conduit for financial advisors, recordkeepers, plan sponsors, participants, day to day contacts, etc.
Ascend Retirement Consultants is actively partnered with an independent 3(38) investment fiduciary who manages risk-based models that are designed to offer enhanced investment protection while providing strategic upside potential for the portfolio growth of your plan participant's accounts through continuous market analysis and economic forecasting.
