Ascensus Expands Fee-Based Services

Ascensus, the nation’s largest independent recordkeeper and administrator for retirement plans in the micro to large market segments and a leading provider of regulatory expertise, plan document services and participant enrollment support, has expanded its services to fee-based advisors by adding Charles Schwab to its retirement platform.

Registered investment advisors (RIAs) and third party administrators (TPAs) can now leverage Charles Schwab’s custodial platform through Ascensus’ existing PrudentAdvisorTM or PrudentLinkTM fee-based retirement plan service models. This development positions Ascensus’ to deliver more options and greater flexibility nationally to fee-based advisors and local TPAs as well as their clients.

About Ascensus

With nearly 30 years of industry experience, Ascensus provides high-quality solutions for every segment of the retirement marketplace. As the nation’s largest independent recordkeeper and administrator for retirement plans in the micro to large market segments and a leading provider of regulatory expertise, plan document services and participant enrollment support, Ascensus services over 26,000 defined contribution plans. The company’s core capabilities encompass every component of a sophisticated retirement infrastructure, including administration, recordkeeping, ERISA consulting, compliance and sales support, trust and custody services, multilingual participant education programs, training and documentation. These solutions are offered with the open architecture investment capabilities that can be tailored to support the needs of institutional retirement plan providers, third party administrators, financial advisors and their clients. For more information, visit www.ascensus.com.