EXPERIENCE IS KEY,
but it’s what you do with it that matters.

At Ascent, our retirement plan services are distinguished by an unparalleled combination of practical experience and industry acumen. Our team, second to none in the region, possesses comprehensive expertise in handling legal and fiduciary matters, plan design, and administration. This experience, coupled with our sophisticated investment consulting, proves invaluable to our plan sponsor clients.

Our approach is grounded in a deep understanding of your organization’s distinct requirements and aspirations. We leverage years of experience to tailor a consulting approach that aligns with your company’s specific retirement plan needs. We commit the necessary time and effort to understand your unique organizational profile, followed by crafting a plan framework that presents options in an accessible and transparent manner. Decision-makers are fully engaged in this process, facilitating a collaboration that is as enlightening and empowering as it is efficient.

In line with our core principles, we prioritize our clients’ interests and shun one-size-fits-all solutions, ensuring that your plan is as individual as your organization. This client-centric approach is accompanied by complete disclosure and transparency at every stage of the process.

As a 3(38) Fiduciary, we further provide protection against unwanted risk, reflecting our unwavering commitment to your success. Our comprehensive program also encompasses human resource support, routine maintenance, progress reviews, and a range of educational services.