What We Do

We handle retirement plan design and administration so you can focus your attention on managing and growing your business. All of Ascensus' TPA solutions are designed with you in mind, customized to meet your unique plan goals.

Plans to Suit Your Needs

The types of plans we service include:

Defined Contribution Plans

Defined Contribution Plans

For employers looking to set up a tax-qualified plan that will allow employees to make tax-deferred contributions from their gross income

  • Traditional 401(k) Plan
  • Safe Harbor 401(k) Plan
  • Individual 401(k) Plan
  • Roth 401(k) Plan
  • 403(b) Plans for Nonprofit Organization
  • Non-ERISA 403(b) Plan
  • Balance Forward Plan
  • Traditional Profit Sharing
  • New Comparability Profit Sharing
  • Money Purchase

ESOP Administration

For owners who are looking to provide their workforce with an ownership interest in the company.

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Cash Balance Plans

For closely held business owners looking for ways to maximize contributions and take advantage of tax benefits

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Defined Benefit Plans

Defined Benefit Plans

For high-net-worth business owners seeking ways to maximize retirement plan contributions in conjunction with high tax benefit ratios

  • Defined Benefit/Defined Contribution Combo
Specialty Administration Plans

Specialty Administration Plans

For situations that require specialized plan design, administration, and compliance beyond mainstream defined benefit and defined contribution plans

  • Prevailing Wage Plan
  • 457(b) Plan