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.