Helping employees pursue financial security
We've created a holistic financial wellness solution that helps ensure employee wellness, retention, and productivity. Through a partnership with Financial Finesse, we offer a program that provides unbiased and personalized guidance to promote positive outcomes for employees.
Financial Wellness Essentials
Financial Wellness Essentials is an ongoing resource that helps employees assess and maintain financial wellness, getting the answers they need to create a personalized action plan.
Personal financial assessment
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Ongoing emails on diverse financial topics
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Calculators, blog posts, and videos via the Wellness Center on the employee website
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Coming Soon! Financial Wellness Plus*
We’ll soon introduce an enhanced, optional program called Financial Wellness Plus. This includes everything from Financial Wellness Essentials, plus additional personalized features.
• Employees and their family members receive phone access to CERTIFIED FINANCIAL PLANNER™ professionals.
• You and your client receive an annual report on employees' responses to the financial wellness assessment. This report offers insights into the overall financial wellness of employees and the specific financial issues they face.
• You’ll have access to customizable scripted presentations and corresponding workbooks.
*Available in the coming months
*Available in the coming months
Financial Finesse is an information service only. The information provided is for general education purposes only and is not intended to substitute for the advice of your investment, legal, and tax advisors or to be the basis of specific trading or investment activity. Financial Finesse is a trademark of Financial Finesse, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The LPL Financial Retirement Results Team
The Retirement Results Team from LPL Financial partners with you to facilitate the onboarding and plan education process. They are available by phone and provide one-on-one assistance, tailored to employee’s specific financial needs and goals.
The power of partnership
Through a service model that champions both personal attention and in-depth knowledge, Ascensus ensures that your client receives the support they need at every point of the plan's development. LPL Financial helps you demonstrate the value of the Small Market Solution and keep your fiduciary file up-to-date.
Expert guidance
Ascensus' service team is here to help simplify plan management and ensure your clients can meet their plan objectives. |
High-tech support
Ascensus’ plan website features a user-friendly dashboard, allowing your clients to manage and monitor their plans efficiently. |
Personalized investment guidance
Through our partnership with Morningstar, employees can receive personalized investment guidance or professional account oversight. |
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Quarterly FiRM reports from LPL Research
The LPL research team provides a quarterly FiRM report detailing the performance of the plan's pre-screened funds and providing insights into the strategy and outlook for each. |
Fee analysis and benchmarking
To help demonstrate the value you receive with our services and fees, Ascensus offers the objective assessment of Fiduciary Benchmarks, Inc. (FBi), an independent, third-party leader in plan benchmarking technologies. |
Personalized employee services
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Your client's employees have unique circumstances, goals, and expectations. For this reason, we take a personalized approach to the enrollment services we deliver.
With motivational messaging and meaningful visuals, our enrollment guide:
Convenient mobile enrollment
During enrollment meetings, you can encourage employees to join the plan on the spot. Our simple mobile enrollment process can be completed in as few as three taps.
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