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THE TPAs

NAPA FIRM PARTNERS

ASCENSUS

ATRETIREMENT DUBUQUE, IA • AMERICANTRUSTRETIREMENT.COM/ EMPLOYERS/ATSELECT.HTML

DRESHER, PA • TPA.ASCENSUS.COM

KEY CONTACTS

KEY CONTACTS

Jim Houpt • 704.644.2207 • Jim.Houpt@ascensus.com

Tim Reynolds • 563.585.9226 • treynolds@americantrust.com

FIRM PROFILE

FIRM PROFILE

Ascensus delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. Our TPA Solutions division is the largest TPA in the United States, providing administration, design, compliance, and actuarial services to help clients establish and manage ta qualified retirement plans. Our areas o e pertise include defined contribution, defined benefit, cash balance, and specialty plan administration. TPA Solutions is an independent TPA whose straightforward pricing is net of any investment provider revenue and based on the administrative services provided.

ATRetirement is one of the highest rated providers of retirement plans for small to mid-sized businesses in the United States. As one of the Midwest’s oldest and largest community bank driven trustees of retirement plans we work with employers building plans that meet their needs. We specialize in complex plan design that helps business o ners ocus on ta e ficient contribution strategies. ince 200 , T etirement has received 24 est in Class ards rom PLANSPONSOR Magazine. Established: 1988 State(s) where we have a physical presence: IA

Established: 1980 State(s) where we have a physical presence: AL, CA, FL, GA, IL, IN, MA, MO, NJ, NC, PA, TN, TX, VA

PRIMARY MARKET(S) SERVED

Micro [< $1 million] • Small [$1-$10 million]

PRIMARY MARKET(S) SERVED

SPONSORED PLANS SUPPORTED

Micro [< $1 million] • Small [$1-$10 million] • Mid [$10-$100 million]

157

SPONSORED PLANS SUPPORTED

TOTAL ASSET VALUE OF THE EMPLOYMENT BASED PLANS SUPPORTED

31,000

As of 6/30/18 $343,220,388

TOTAL ASSET VALUE OF THE EMPLOYMENT BASED PLANS SUPPORTED

PARTICIPANTS COVERED BY THE EMPLOYMENT BASED PLANS SUPPORTED

As of 6/30/18 $35,000,000,000

As of 6/30/18 11,248

PARTICIPANTS COVERED BY THE EMPLOYMENT BASED PLANS SUPPORTED

KINDS OF PLAN(S) SUPPORTED

As of 6/30/18 750,000

401 k , Cash alance ybrid, rofit haring, Money urchase ension, 40 b , 45 , on ualified De erred Compensation, Other DC lans

KINDS OF PLAN(S) SUPPORTED

CUSTODIAN(S) USED

401 k , Traditional Defined enefit, Cash alance ybrid, rofit haring, Money urchase ension, 40 b , 45 , on ualified Deferred Compensation, Other DC Plans

TD Ameritrade

FEE STRUCTURE

CUSTODIAN(S) USED

er articipant ee, sset ased

SERVICE(S) PROVIDED

FEE STRUCTURE

Compliance Support, Preparation of Loan Paperwork, Processing of Loan Applications, Non-Discrimination Testing, Plan Design Consulting, Plan Audit Support, Form 5500 Preparation, Plan enchmarking, D O evie , ardship Distribution equests, lan Committee Meetings, Employee Education, Enrollment Meeting Support, Call Center

er articipant ee, sset ased

SERVICE(S) PROVIDED

Compliance Support, Preparation of Loan Paperwork, Processing of Loan Applications, Non-Discrimination Testing, Plan Design Consulting, Plan Audit Support, Actuarial Calculations & Support, Form 5500 Preparation, QDRO Review, Hardship Distribution Requests

104 NAPA BLACK BOOK

BB_WIN18_102-121_TPAs.indd 104

2018

11/27/18 9:43 AM

Profile for American Retirement Association

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.