Ascensus Individual(k)
A retirement plan designed for owner-only organizations.
Overview
Ascensus is a large-scale retirement and savings plan administrator that offers an Individual(k) plan for self-employed individuals and owner-only businesses. They provide several plan design options and allow for flexibility in choosing the investment platform, including an option that features Vanguard investments. Their services focus on plan administration, recordkeeping, and compliance.
✨ Key Features
- Multiple plan design options
- Flexibility to choose the investment platform
- Roth and loan capabilities
- Rollover opportunities
- Simplified administration and compliance support
🎯 Key Differentiators
- Flexibility in plan design and investment platform
- Strong focus on administration and compliance
- Partnerships with major investment providers like Vanguard
Unique Value: Offers a professionally administered and customizable Individual(k) plan with the flexibility to choose your preferred investment platform.
🎯 Use Cases (3)
✅ Best For
- A business owner who wants a professionally administered Solo 401(k) with some flexibility
- An individual who wants to use Vanguard funds within an Ascensus-administered plan
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Investors looking for a no-fee retirement account
- Individuals who want a simple, all-in-one solution from a single provider
🏆 Alternatives
Provides a higher level of administrative support and plan design flexibility than most direct brokerage offerings, but at a higher cost.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Yes tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
📊 Market Info
Customers: NA
🔄 Similar Tools in Retirement Freelancers
Fidelity Solo 401(k)
A Solo 401(k) plan for sole proprietors, owner-only businesses, and partnerships, offering high cont...
Charles Schwab Solo 401(k)
A Solo 401(k) plan with no setup or maintenance fees, offering a wide range of investment options an...
Vanguard Individual 401(k)
An Individual 401(k) plan from a leader in low-cost investing, suitable for self-employed individual...
E*TRADE Solo 401(k)
A Solo 401(k) with no setup or annual fees, a wide range of investment options, and a loan feature....
Rocket Dollar Solo 401(k)
A self-directed Solo 401(k) that allows for investment in alternative assets like real estate, crypt...
Guideline Solo 401(k)
An automated Solo 401(k) platform with flexible, digital contribution options and managed portfolios...