Start-up Tax Credit calculator

Use this to calculate the potential tax credit available to small businesses.

What plan sponsors need to know

Advisors: Understand the benefits of key provisions and how they can help grow your practice.

Penalty-free distribution options created by SECURE 2.0

Dive into the new penalty-free distribution option for certain emergency expenses.

Watch our recent webinar SECURE 2.0 ACT: A Game Changer for Advisors >


"All of us at Ascensus are delighted by the passage of SECURE 2.0 and the bipartisan support that led to this important legislation. Thanks to the collaboration of our elected officials, savers across the U.S. will have additional opportunities to create more certain financial futures and greater peace of mind.

We look forward to working with clients, partners, advisors, and savers to implement the provisions of SECURE 2.0 across the retirement, 529, and ABLE plans we serve."

David Musto
President and CEO, Ascensus