Your retirement plan business—simplified
As the retirement industry continues to evolve, it's time to rethink how you engage with your small plan clients. Finding solutions that increase scalability and efficiencies while offering added fiduciary support can extend your value to these clients.
The LPL Small Market Solution (SMS), provided by Ascensus, brings together the expertise of two leading brands to create an experience that helps you and your clients minimize risk, maximize efficiency, and provide employees with the support they need to pursue retirement goals.
The LPL Small Market Solution (SMS), provided by Ascensus, brings together the expertise of two leading brands to create an experience that helps you and your clients minimize risk, maximize efficiency, and provide employees with the support they need to pursue retirement goals.
Centrally managed fiduciary services
Help clients minimize risk with LPL's 3(38) investment fiduciary service, featuring pre-screened fund options and ongoing investment monitoring. |
Financial wellness solution
Help employees pursue financial security with personalized guidance through our holistic financial wellness solution. |
Expert guidance and plan support
With the right combination of smart, digital solutions and personal client service, your clients will have the support they need to efficiently manage their plan. |
The Ascensus advantage
The process of choosing a retirement plan provider is about much more than comparing products and features. It’s about choosing the people and organization you can trust to deliver high-quality service your clients can depend on. Over the last three decades, Ascensus has helped financial professionals bring retirement solutions to millions of Americans.
$89+ billion
in retirement assets under administration |
1st
independent recordkeeper to offer a scalable, fee-based solution for financial professionals |
61,000+
retirement plans |
With unparalleled experience in the retirement plan space, Ascensus can help you align your book of business with industry standards and the needs of your clients. For over 10 years, our team of specialists has provided advisors with guidance on the benefits of the fee-based model and how to make the transition. Contact us to request a pricing comparison and learn more about positioning your fee-based practice.
*As of 9/30/2020
Investment fiduciary services from LPL Financial
For over 40 years, LPL has enabled independent advisors and RIAs to focus on what they do best—creating long-term client relationships that are the foundation for turning life’s aspirations into financial realities. You can enjoy increased assurance knowing that the Small Market Solution's pre-screened fund list is monitored appropriately and within fiduciary guidelines by the experts at LPL Research.
$366+ billion
assets under administration |
2.1+ million
retirement plan participants |
50+
dedicated research professionals |
*As of 3/31/2020
What would happen to your retirement plan business if you could work with a provider that rewards you with actions instead of just words?
Our newly enhanced Elite Advisor program is designed to demonstrate our commitment to enhancing and retaining our relationship to you. |
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The value your clients deserve
Ascensus ranked among the top providers most associated with “good value for the money” in Cogent Reports’™ 2016 Retirement Planscape® publication.*
No wading through fine print or calculation hurdles—our pricing is always simple, transparent, and honest. It’s not dependent on the asset value of the plan or the underlying investment menu.
*Market Strategies International. Cogent Reports™. Retirement Planscape®. May 2016.
No wading through fine print or calculation hurdles—our pricing is always simple, transparent, and honest. It’s not dependent on the asset value of the plan or the underlying investment menu.
*Market Strategies International. Cogent Reports™. Retirement Planscape®. May 2016.
*Market Strategies International. Cogent Reports™. Retirement Planscape®. May 2016.
Our business is helping you grow yours
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Have an opportunity? Let us help you win and build your next Small Market Solution plan.
An Ascensus regional vice president (RVP) can also provide in-person support, joining a client meeting to facilitate the sale. Your RVP can highlight the benefits of Ascensus' services and partnership, so you can focus on the unique value you offer to your client and their employees. Our team of specialists also provides expert consultation on:
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