HaycionAscensus, LLC
Helps employers, plan sponsors, financial institutions and individuals manage retirement, education savings and insurance programs
- Engagement models
- Retainer, Project, Outsourced team, Productized service
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About
Ascensus, LLC is a leading independent provider of retirement plan administration, recordkeeping, and related education savings and insurance services.
Services
- IRA Products and Solutions
Comprehensive solutions for efficient IRA administration and compliance.
- 529 Plans
Help families save for education with tax-advantaged 529 plan administration.
- Coverdell ESA Solutions
Streamline education savings for families with comprehensive Coverdell ESA solutions.
- BOLI (Bank-Owned Life Insurance)
BOLI programs to optimize employee benefits funding while achieving tax advantages.
- COLI (Corporate-Owned Life Insurance)
COLI solutions to optimize nonqualified benefits costs with tax-advantaged strategies.
- ICOLI (Insurance Company-Owned Life Insurance)
Tailored ICOLI programs to support tax-efficient investment strategies for insurers.
- CUOLI (Credit Union-Owned Life Insurance)
CUOLI programs designed to optimize employee benefit expenses for credit unions.
- ABLE Savings
ABLE savings programs that empower individuals with disabilities to save while maintaining eligibility for federal benefits.
Industries served
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