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Pricing
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Transparent retirement plan pricing doesn't have to be an oxymoron. Our pricing is straightforward and conflict-free, with no proprietary investment requirements and no hidden revenue-sharing agreements.
Ascensus ranked among the top providers most associated with "good value for the money" in Cogent Reports'™ 2016 Retirement Planscape® publication. That's because we believe in providing value that consistently aligns with our clients' best interests.
This illustration demonstrates how our flat dollar approach offers exceptional value for cost.
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.
To learn more or to request a proposal, contact an Ascensus retirement plan specialist at 800-345-6363.
Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. Ascensus® and the Ascensus logo are registered trademarks of Ascensus, Inc.
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Annual Recordkeeping Costs |
Cumulative Year-over-Year Savings |
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Annual Recordkeeping Costs as a Percentage of Assets |
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As plan assets grow, our recordkeeping fees remain the same and actually decrease as an overall percentage of assets. |
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Total Plan Assets |
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Flat dollar recordkeeping fees can make a major difference in overall plan assets and market value over the life of the plan. |
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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.