Retirement Plan Services

Tailored services to help you live the life you envisioned

Retirement Plan Services

Managing company retirement plans while keeping on top of compliance is a mammoth task. Now, Ascent Fintech has arrived on the scene to handle your plan with extreme attention to detail, so you are freed up to take care of day-to-day business matters.

The difference with Ascent Fintech is that we utilize advanced tools and research to simplify the 401(k) process while working at highly affordable prices compared to many of our contemporary peers and competitors.

As an independent IRA firm, we are squarely focused on our clients’ best interests. We work with them to provide enhanced visibility of their financial situation, and we are also able to closely customize our service to meet client objectives.


Reducing Fiduciary Risk

Our experts partner with organizations to develop a robust employee benefits plan while taking action to lower fiduciary risk and ease your administrative load. Highly streamlined and adaptable digital solutions equip your employees to thoroughly evaluate their present circumstances and make any relevant adjustments.

Ascent Fintech also provides clients with detailed educational material, helping employees to make decisions that are right for their situation. By implementing a clearer process and giving your staff the tools they need to take charge of their financial future, you are able to switch your attention to other managerial responsibilities.

With Ascent, you can rest assured with full confidence that your employees are in safe hands.

Technology That Makes Life Easier

Ascent Fintech has a focus on delivering simple, easy-to-use technology:

  • Routine valuation of participant accounts
  • Daily process and reconciliation of account actions
  • Simplified payroll submission
  • Automated funding requests
  • On-demand access to plan-level reporting

In other words, our configurable solution is designed to bring efficiency to the areas where it is most needed. The retirement industry was ready for a new platform that addressed the pain points advisors face — from the inside out.

That’s what we set out to achieve at Ascent. In addition, our risk management skills enable us to grow the client’s net worth while keeping their risk appetite in mind.

We’d love to show you why Ascent is the partner of choice for so many individuals and corporations.

Tell us about yourself and we’ll connect you with an expert who will gladly show you the ropes.