05/20/2024
Upcoming: Changes to Document Only Plan Establishment Process
 
We're excited to announce upcoming changes to our Document Only Services plan establishment process and forms. Beginning May 30, 2024, the Payment Authorization Form (PAF) will no longer be needed or accepted. Please utilize the updated processes and forms available on this page post May 30, 2024. This update aims to empower clients with the following benefits:
  • Effortlessly manage payment arrangements exclusively through our secure online portal, Billtrust.
  • Simplify accounts payable tasks by scheduling future payments via autopay.

Ascensus Retirement Services

Ascensus, a leading retirement plan solutions provider, will act as the pre-approved sponsor for your client's retirement plan document. As one of the largest qualified retirement plan platforms in the country, we offer many plan design options to help create a plan that meets anyone's needs.
 

Forms

Plan Establishment Kits
These forms are provided for qualified retirement plan administrators to establish a plan document. The plan administrator should keep copies of these completed forms.

 
Ancillary Forms (Document with Recordkeeping Services)
These forms are provided for qualified retirement plan administrators to use in the course of administering their plans with recordkeeping and document services from Ascensus. The plan administrator should keep copies of these completed forms.

Contribution Form
Designation of Beneficiary Form
Designation of Successor Plan Administrator/Trustee Form
Sample Recordkeeping Service Agreement (RSA)
Salary Deferral Election Form
 
Ancillary Forms (Document Only Services)
These forms are provided for qualified retirement plan administrators to use in the course of administering their plans with document only services from Ascensus. The plan administrator should keep copies of these completed forms.

QRP Update Request Form