Plan Establishment Deadline

URGENT: 2019 New Plan Document Requests

The deadline to guarantee new plan document delivery for 2019 has passed and we are currently processing plan documents on a first-come, first-serve basis. Submit your requests as soon as possible and Ascensus will make every attempt to prepare signature-ready documents before year-end. Ascensus will reach out to employers and advisors for any submissions that cannot be processed by December 31, 2019.

Ascensus Prototype Document Service

Ascensus, a leading retirement plan solutions provider, will act as the prototype sponsor for your client’s retirement plan. As prototype sponsor, Ascensus will provide a plan document for employers to establish a plan and will provide all required future amendments and restatements.

Ancillary Forms

Ancillary Forms Available
These forms are provided for qualified retirement plan administrators to use in the course of administering their plans. The plan administrator should keep copies of these completed forms.