401(K) — Retirement Plan Support Services
| 401(K) Service
401(k) Resource Program
The First Ascent 401(k) Resource Program supports advisors who are not retirement plan specialists and allows them to effectively serve 401(k) plan clients.
The Resource Program allows advisors to offer plan sponsors a full range of investment options, including:
- funds covering a variety of asset classes
- target date funds covering a range of retirement dates
- a selection of managed portfolios with different risk/return targets
Through its partner, Fiduciary Shield, First Ascent provides advisors with online access to competitive bids from TPAs and recordkeepers nationwide.
First Ascent also provides advisors with support services, including ongoing monitoring and management of investment options, proposals, videos, brochures, and consulting.
First Ascent serves as an ERISA 3(21) or 3(38) investment manager, thus relieving advisors and plan sponsors of fiduciary responsibility.