Our Retirement Services

Plan Now, For Future Success

In today’s marketplace, companies may be growing, being acquired, merged, downsized or spun off. Are you adequately preparing your employees for retirement and offering plans that help them plan for their future, while continuing to satisfy your fiduciary obligations and meet your organization’s goals? Do you understand the liabilities that affect your organization, even as circumstances change?

It can be overwhelming to sort through seemingly endless choices in retirement programs–both for your organization and for your employees. We can help you do your job of creating a retirement program that aligns with your corporate objectives while helping employees meet their individual goals. Part financial experts, part strategists, part analysts and part communicators, we’ve got the expertise you need to address all aspects of your employee retirement plans: investments, legislation, compliance, cost control, reporting requirements, ethics and more. We’ve got a big-picture view of the future, a deep understanding of the retirement plan environment and the right tools and resources to help you build and maintain a well-planned retirement strategy for your organization and your employees so that you can feel confident about the future.

When you work with us, you’ll have access to our national resources along with the personal touch of having one point of contact. Talk to us today and learn how a well-planned fiduciary management process and a hands-on, consultative approach can mitigate your risk as a plan sponsor, prepare your workforce for retirement and improve confidence across your organization.

Our Services

We offer partnership and consultation to help you mitigate risk and avoid conflicts of interest. We provide advice on designing your retirement plan to help solidify your employees’ long-term financial wellness, as well as implement effective communication strategies to help your employees understand their options, responsibilities, and liabilities. The following services are also available:

• Fiduciary process management and risk mitigation*
• Plan consulting
• Plan design
• Plan integration and transition
• Plan enhancement
• Retirement plan governance
• Compliance services
• Investment selection, monitoring, testing and advice
• Participant education management
• Forensic fee audits
• Fee benchmarking
• Tax reporting
• Actuarial services

*Although fiduciary risk cannot be totally eliminated, Ascension will aid in the process of mitigating that risk.