Ascensus

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

Establish Individual(k)™ Plan Document
with Recordkeeping Services
 
An Individual(k) plan is designed for sole proprietors with no employees, or for owners and their spouses, offering elective deferrals and/or profit sharing contributions.
 
With recordkeeping service, Ascensus will provide plan document support and maintenance for your Individual(k) plan. As necessary, Ascensus will provide your plan with applicable IRS required amendments and restate your plan document as needed. In addition to the plan document services, Ascensus will also provide recordkeeping services for your Individual(k) plan that will include annual statements and tax form preparation.
 
To get started with a JP Morgan Individual(k) simply click on the link to get started.
 
 
If you already have an Individual(k) plan with recordkeeping at Ascensus, please contact the Sales team, at 833-889-2333 or iksales@ascensus.com, for alternate instructions on your plan-setup.