Demonstrate plan value to clients

How can our flat dollar approach to recordkeeping fees impact your client's plan fees and market value over time?

Use our calculator below to create a custom illustration for your clients to demonstrate the value of our plan.

This fee illustration is provided solely as an example based on the assumptions and plan information provided. This is an estimate only and is not a guarantee of any particular results. Actual results for your plan may differ. Ascensus, Inc., is not a registered investment advisor or a broker-dealer and this illustration is not intended to be investment advice or a recommendation to purchase, sell, or hold any investment. Ascensus assumes no liability for use of this illustration by any third party.

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