Our retirement consulting and investment advisory services are complementary and extend to all facets of the management and oversight of retirement plans.
We use our unique set of skills and experience to guide you in implementing a truly comprehensive fiduciary best practice program capable of mitigating risks to the plan's fiduciaries regardless of where they may occur.
Since 2001, Ascende has provided full-service, over-the-shoulder retirement consulting services to companies in the United States and Canada. Our retirement experts have over 70 years of combined industry experience and provide support in areas ranging from plan design and strategic planning to legislative compliance and employee education.
Here, we believe that successful retirement plans prepare employees for financial security during retirement years. We work with you to design plans with features that encourage participation at sufficient savings levels, with an eye towards improving outcomes. We also support employers and committees in fulfilling their fiduciary obligations with respect to compliance and plan management.
Our retirement team's experience and capabilities, with respect to 401(k), profit sharing, money purchase, defined benefit, nonqualified plans and offshore savings arrangements, offer support in all facets of plan management.
We provide advice, guidance and support in the following areas:
Vendor evaluation and selection:
New vendor implementation and change management:
Our wholly owned subsidiary, Ascende Wealth Advisers, was created in 2011 to provide independence, protection and results to retirement plan sponsors and committees in fulfilling their fiduciary obligations with respect to plan investment selection, monitoring, oversight and compliance.