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THE RECORDKEEPERS

NAPA FIRM PARTNERS

ASCENSUS

AMERITAS

DRESHER, PA • ASCENSUS.COM

LINCOLN, NE • AMERITAS.COM/RP

KEY CONTACTS

KEY CONTACTS

John Burke • 504.427.8594 • jburke@ameritas.com Andrew Gunning • 513.674.5294 • andrew.gunning@ameritas.com Nicholle Taylor • 800.745.9995 • nicholle.taylor@ameritas.com John McCarthy • 800.745.9995 • john.mccarthy@ameritas.com

Jason Crane • 215.648.5351 • Jason.Crane@ascensus.com Anthony Bologna • 215.648.5547 • Anthony.Bologna@ascensus.com Rick Irace • 215.648.8497 • Rick.Irace@ascensus.com Bob Zieser • 215.648.5411 • Bob.Zieser@ascensus.com

FIRM PROFILE

FIRM PROFILE

Ameritas believes that every business should be able to offer its employees a retirement plan as part o its benefit package. We ant to help people achieve their financial goals or retirement. o y helping you design a plan that fits your business, by providing you ith a team of associates to support your plan and by helping educate your employees about the value of saving for retirement. Ameritas is helping business owners and their employees plan and prepare for a more rewarding retirement.

Ascensus delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. Our award-winning service culture and open-architecture platform give advisors the freedom to build plans that they can present to clients with confidence. rom pre sales support through closing, scensus is proud to offer unparalleled choice and a commitment to advisors’ success. Check out our cost comparison tool at https://www.alwayshaveaplan. com/pricingcalculator.html.

PRIMARY MARKET(S) SERVED

PRIMARY MARKET(S) SERVED

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

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

NO. OF PLANS/PARTICIPANTS SERVED BY TYPE

NO. OF PLANS/PARTICIPANTS SERVED BY TYPE

As of 6/30/18 401(k) ......................................................................................6,207 / 125,145 403(b) ................................................................................................. 28 / 938 457 ..................................................................................................110 / 2,487 Cash Balance ....................................................................................101 / 299 Money Purchase ..........................................................................104 / 5,489

As of 6/30/18 401(k) ................................................................................ 53,053 / 1,768,523 403(b) .......................................................................................... 893 / 95,333 457 .................................................................................................185 / 9,008 Cash Balance ........................................................................... 1,907 / 27,396 Defined enefit Traditional .................................................3,487 / 43,831 Money Purchase ........................................................................ 292 / 12,988 NQDC .............................................................................................42 / 1,632 Other ...................................................................................... 6,787 / 230,651

PLANS BY CHANNEL [DIRECT/ADVISOR]

0 / 6,550

PLATFORMS USED I

un ard Omni

, Matri and T

PLANS BY CHANNEL [DIRECT/ADVISOR]

Data

0 / 66,646

ASSET ALLOCATION FUNDS

PLATFORMS USED

Vanguard, Stadion

Proprietary platform, Ascensus Recordkeeping System (ARK)

ADVISOR SUPPORT SERVICES

ternal Wholesalers ternal Wholesalers Internal Wholesalers Internal Wholesalers

ASSET ALLOCATION FUNDS

ocused on dvisors ............................................24 ocused on Institutional ......................................... 2 ocused on dvisors ...............................................11 ocused on Institutional ...........................................1

TD Outside TD isk Outside

ADVISOR SUPPORT SERVICES

ternal Wholesalers ocused on dvisors ............................................20 Internal Wholesalers ocused on dvisors ..............................................20

Compliance upport, lan enchmarking, Target Date valuation Tools,Training or DC lan ales ervice, Investment Committee Meetings

Compliance upport, enchmarking, DC ales ervice Training, and more

PARTICIPANT SUPPORT SERVICES

PARTICIPANT SUPPORT SERVICES

In-Plan Lifetime Income Options, Rollover Services, Call Center Support, Smartphone Access to Participant Balances, Smartphone Transaction ccess or articipants

Rollover Services, Call Center Support, Smartphone Access to articipant alances and Transactions, and more

PLAN SPONSOR SERVICE(S) AVAILABLE

Industry eading I Team, inancial Wellness, Consultative ervice Model, Integrated Trust ervices, orm 5500 rep, lan ealth Report, and more

PLAN SPONSOR SERVICE(S) AVAILABLE

lan Design, Compliance, a e arbor 401 k , ecordkeeping, articipant ee Disclosure, nnual lan evie , iduciary ssistance Tools, ecure ccount 24 , Investment ervices, mart lan

Other Services: Elite Advisor Program offers dedicated service to advisors ho meet plan sales requirements e ibility to ork ith T on a recordkeeping-only basis 52

NAPA BLACK BOOK

BB_WIN18_44-73_RecordKeepers.indd 52

s

2018

11/27/18 9:31 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.