01/07/2026

Solo Defined Benefit and ERISA 403(b) Now Available

Exciting News! Solo DB and ERISA 403(b) Document Services Are Here — Plus, Check Out the New Solo DB Advisor Fact Sheet!

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

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.

- Sample Board Resolution
  
  C corporations, S corporations, and LLCs can use this form to document their plan-related decisions.
- Designation of Beneficiary Form
  
  Participants use this form to name beneficiaries for their accounts.
- Successor Trustee for Defined Benefit Plans
  
  Plan Sponsors use this form to designate a Successor Trustee
- Solo Defined Benefit Update Request Form
  
  Plan Sponsors use this form to request changes to their contact information and/or to update provisions within their existing Adoption Agreement serviced at Ascensus.

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