Key benefits
- Frees you from preparing and printing paper documents, which saves paper and postage costs
- Gives you peace of mind knowing required documents are automatically and securely delivered with current and accurate plan information
- Gives employees immediate and more secure access to plan-related documents without delays or misplaced mail
- Creates an easy path for plan participation through electronically delivered enrollment guides (where applicable) and online enrollment
Interested in learning more?
Already working with Ascensus? Contact your Client Service team. New to Ascensus? Contact your advisor.
Based on your broker-dealer firm, institutional partner arrangement, and/or selling preferences, some program features may not apply.