Investments

Ascensus offers an expansive, open architecture investment platform with no proprietary requirements. This unbiased approach means you can be assured Ascensus has no conflicts of interest with regard to which investments you and your plan’s financial advisor select. You will have the flexibility to choose from a wide range of vehicles appropriate for your organization’s goals and in line with your investment policy statement.

unbiased access to a wide variety of investment alternatives

The Ascensus investment platform supports a broad range of investment types so you can construct an investment menu consistent with your organization’s needs. Our traditional and non-traditional investment options include:

• exchange traded funds
• mutual funds
• stable value funds
• collective trust funds
• asset allocation portfolios
• self-directed brokerage accounts through TD AMERITRADE
• unitized company stock

more than 80 fund families

Our size and scope enable us to provide you with access to more than 80 well known fund families, covering a universe of 5,000 funds. With this broad foundation, we will work with you and your financial advisor to offer a diverse investment menu that is in compliance with 404(c) operating requirements.

custom asset allocation portfolios

Your plan can be set up with risk-based investment portfolios tailored to each participant’s unique situation. Such portfolios can help participants make better investment decisions and can be particularly beneficial to those individuals who normally wouldn't enroll simply because they weren't sure which investments to choose.