401(k) Plans

Flexible plan designs to fit your needs

Retirement is deeply personal. No matter the size of your plan, you and your advisor can build a 401(k) plan that's right for your business, from investment flexibility to tailoring the services you'll use. And we’ll be here to help at every step.

Ascensus 401(k) plan options

Ascensus CoPilot Retirement Solution

Looking for a cost-effective, simple solution designed for small businesses that offers expertise and technology you can rely on?

 

CoPilot could be the right option.

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Ascensus Retirement Solution

Looking for custom plan design options including maximum investment flexibility, a dedicated service model, and the option to go full-service or engage a third-party administrator?

 

This solution may be a good fit.

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Key Features Ascensus CoPilot Retirement Solution Ascensus Retirement Solution
Full-service administration

 

 
Third-party administrator (TPA) service arrangements  

 
Streamlined, value-focused plan design

 

 Flexible
Investment options 3(38) investment manager Open architecture
3(16) administrative services  

 
Managed account options Coming soon

 
Automatic enrollment and automatic increase Automatic enrollment required

 
Flexible integration with payroll
providers

 

 
Financial Wellness programs Financial Finesse Essentials Financial Finesse Essentials and PLUS available
ReadySAVETM App

 

 
Onboarding support from a dedicated consultant  

 
In-person and virtual enrollment meetings  

 
Learn more about tax credits available for new plans.
Calculate potential tax credits

Our independence gives you freedom to choose and is backed by expert partnership.

Explore all retirement solutions

We service organizations of all sizes by offering technology-enabled solutions and expertise to help employees and executives save for retirement more efficiently and effectively.

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Optimize outcomes, ease administration

A stronger retirement plan, financially healthier employees, better business outcomes. We have the key programs and services to help you get there.

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Educate your employees

Ascensus specializes in benefit consulting and education, helping companies with responsibilities such as enrollment meetings, temporary staffing, and related communications.

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401(k) plan options

View all 401(k) options