Plan Establishment Kit Updates

Effective September 21, 2020, our plan establishment forms have been updated to include all interim amendments and new legislation pertaining to the IRS Cycle 3 Restatement. Please ensure that clients use the updated forms available on this page.

Ascensus Retirement Services

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. Ascensus, a leading retirement plan solutions provider, will act as the pre-approved sponsor for your client's retirement plan document.

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.