Registered investment advisers and third party administrators (TPAs) can now use Charles Schwab’s custodial platform through Ascensus’ PrudentAdvisor or PrudentLink fee-based retirement plan service models, according to a press release.
- retirement plan design;
- plan installation, maintenance and reporting;
- plan administration and recordkeeping services;
- investment selections (from thousands of mutual funds including asset allocation models and self-directed brokerage account options);
- “affordable” plan fees; and
- participant communication, education and retirement planning tools.
More information is available at www.ascensus.com.