Ascensus Enhances Elite Advisor Program

The program pairs specialists with dedicated strategic account managers and brings access to a team of ERISA attorneys.

Ascensus has restructured its Elite Advisor Program to enable advisers to offer plan sponsors an even higher level of personalized service and to better grow their retirement practices.

All Elite Advisors are paired with dedicated strategic account managers and receive personalized guidance from Ascensus’ team of Employee Retirement Income Security Act (ERISA) attorneys. The strategic account managers discuss best practices with the advisers and provide updates on new services and technology enhancements so that the advisers can provide better service to their plan sponsor clients. The managers also ensure that the advisers are up-to-date on the health of their plans and that their clients are receiving the best possible support.

“We’re committed to providing our Elite Advisor program members with the consultation, expertise and service model that will best position them for success with their clients,” says Rick Irace, chief operating officer of retirement at Ascensus. “Our program rewards these top advisers not only for their loyalty to Ascensus but also for their continued commitment to helping clients and their employees save for a more secure retirement.”