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The premise is simple: Beyond the wide variety of tools, resources, and programs available to all advisors, those operating at an elite level deserve an exceptional, differentiated service experience for their practice and clients.
That’s exactly what we deliver through our Elite Advisor program, which makes it easier for you to:
- Better distinguish and market your practice
- Scale for growth through an enhanced service model and consultative approach
- Help identify under-performing plans and ways to engage them
Elite Advisor program structure and benefits
The program is designed with three tiers to provide progressive support as your business grows:
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Signature Elite—advisor with 15-29 plans1
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Director Elite—advisor with 30-49 plans1
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Executive Elite—advisor with 50+ plans
When you reach Executive Elite status, you'll gain exclusive access to a member of the Ascensus executive team to provide input on our direction.
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| Key Features | |
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Choice of Full-Service or TPA plan management |
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Access to 10,000+ funds with zero proprietary fund requirements |
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Managed account options to support scalable growth |
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Reduced administrative burden with 3(16) administrative fiduciary services |
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Over 200 integrated payroll partners for streamlined operations |
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Built-in Financial Wellness education for participant engagement |
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In-person and virtual enrollment meetings to drive participation |
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Automatic enrollment and increase to align with SECURE 2.0 |
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Benefits for you and your clients
- Pricing and underwriting negotiations
- Fund and product selection
- Pre-purchase due diligence
- Implementation
- Monthly reporting
- Regulatory compliance
- Death claim sweeps and processing
Footnote
*3(38) Investment fiduciary services are offered through Newport Group Consulting, LLC, an SEC registered investment adviser.
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260,000+
Retirement plans administered1
862+ billion
in assets under administration1
Nearly 16 million
People we're helping save for a better future1