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How to establish a plan with us

We specialize in personalized services for employers seeking maximum retirement plan benefit opportunities and, if applicable, retirement plan benefits for their employees. SEP and SIMPLE IRA plans are easy to set up and maintain. They allow employers to offer a significant benefit to employees with very little administrative burden.

Financial Professional
Using our technology to streamline your activities and save time, you and your clients can leverage our paperless plan set up process starting with three easy steps.

Step 1. Establish your financial professional credentials with us, if you haven’t already.

Step 2. Use your Ascensus financial professional credentials to access the plan set-up site.

Step 3. Create signature-ready employer documents.

Your financial professional will initiate the plan establishment process through our online application. You and your employees can begin saving for your futures in three easy steps.

Step 1. Complete the IRA Plan Establishment Kit. Your financial professional will send this to you for electronic signature or in person.

Step 2. Receive confirmation email from Ascensus Trust. This email will confirm that the plan is established and contain a link to the IRA application site for your employees.

Step 3. Complete your first payroll contribution submission.

As always, we welcome every opportunity to assist you.
 Email   855-537-9555 M-F, 8:00 a.m.-5:00 p.m.