Partner Offerings
Ascensus has partnered with Capital Group, home of American Funds, to make available two unique 401(k) retirement offerings with the goal of helping savers save more. From owner-only businesses to companies with hundreds of employees, Ascensus has a retirement solution to meet each customer's unique needs.
401(k) Plan Options
Ascensus CoPilot 3(38) Individual(k) with American Funds
This Individual(k) is a simple, cost-effective solution that eases the administrative burden of managing a retirement plan. It offers some of the same benefits of a traditional 401(k) but is specifically designed to meet the unique needs of owner-only businesses.
- This solution is designed for owner-only businesses, partnerships, and C and S corporations whose only employees or shareholders are the owners, partners, or shareholders and their spouses.
- Newport Group Consulting is the 3(38) investment manager and fiduciary, and has developed a streamlined menu of investment options that includes American Funds.
- Integrated trust and custody services make managing compliance easier for you.
- Online setup and enrollment makes participating easier for employees.
Ascensus | American Funds Pooled Employer Plan
This Individual(k) is a simple, cost-effective solution that eases the administrative burden of managing a retirement plan. It offers some of the same benefits of a traditional 401(k) but is specifically designed to meet the unique needs of owner-only businesses.
- This solution is designed for owner-only businesses, partnerships, and C and S corporations whose only employees or shareholders are the owners, partners, or shareholders and their spouses.
- Wilshire® acts as the discretionary 3(38) investment manager, and has developed a streamlined menu of investment options that includes American Funds.
- Integrated trust and custody services make managing compliance easier for you.
- Online setup and enrollment makes participating easier for employees.
Disclaimer:
Ascensus, LLC and Newport are affiliated entities that provide administrative and recordkeeping services and are not broker-dealers or investment advisors, and do not provide tax, legal, accounting, or investment advice.
