ASC Client Testimonials

Clients rave about ASC:

RMS has always been very happy with ASC's recordkeeping and Plan Document System. Both are very flexible and easy to work with and we always receive quick responses to any service requests!

Amber Lloyd
Retirement Management Services, LLC
ASC Client for 23 years

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Retirement Management Services, LLC (RMS) is a consulting firm and TPA that provides personalized design, administration, and consulting services for a wide range of retirement plans. They work with financial advisors, CPAs, and plan sponsors to provide superior administration and ensure the plans stay in compliance with governmental rules.

This takes a commitment to a high level of administrative excellence and to staying current in a rapidly changing regulatory environment.

“RMS has been very happy with ASC's systems for a long time,” says partner Amber Lloyd, and for good reason.

ASC received a 98% overall client satisfaction rating in the ASC 2023 Client Satisfaction Survey. For example, the ASC plan document system, along with all other ASC products, offers complete web access which makes it easy to streamline plan document creation and management. Also, all ASC plan documents are drafted by ERISA experts led by John Griffin, J.D., LL.M. who has over 40 years of industry experience.

The ASC recordkeeping system also serves as an example of excellence as it instantly compares plan documents to valuation specifications and flags inconsistencies for review using its Integration Tools, plus it automatically ensures that Top Heavy minimums will be met. Its DC/401(k) administration system is continually updated for legislative changes so nothing from Washington can slip through the cracks. It's no wonder why Amber and so many other ASC clients love ASC's Plan Document and Recordkeeping Systems.

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Contact Sales to see how ASC can help you boost your accuracy, efficiency, and streamline your processes.

ASC's high level customer service is unparalleled. ASC employees are very knowledgeable and willing to help with any we have encountered.

Susan Schuemann
Transamerica,LLC
ASC Client for 18 years

The ASC Hosted Val System has been a great addition to our team's process. I've already noticed a much faster speed in processing reports and completing our work. I really appreciate this and all the other services your team offers. It definitely makes things easier for our team.

Brian Anderson
Life, Inc. Retirement Services
ASC Client for 8 years

ASC's Plan Document System is the most automated, modern document system available on the market today!

ASC Client for 17 years

I can amend all my plan documents in one day! The DGEM system is a huge time saver! (Laurie amended 1500 plans in one day)

Laurie C., Senior Retirement Plan Specialist

I have never encountered a problem getting a massive plan to calculate on ASC within only a minute or two.

Rebecca Scott
ASC Client for 28 years

ASC Customer Service is above the competition. I am very impressed with ASC customer service and turn around time. Overall all I am extremely happy with choosing ASC over [my other vendor] which I had used for 20 years.

Stacey
Signature Retirement Plan Services, LLC
ASC Client for 11 years

My 3 person shop is competing successfully with large investment houses and TPA firms. In large part that is the result of the operating efficiencies we gain from the ASC Systems we use.

Mr. Joe Rajkovich
JPR Advisors
ASC Client for 21 years

I am a long time fan of ASC software and, more importantly, the professional staff. I feel confident that ASC can always provide insight and solutions to matters that come up.

Jo-Ann Massanova CPC, QPA, ERPA, ChFC, CLU President
Estate & Pension Advisory Board
ASC Client for 15 years

I want to let you know that the combination of regulation knowledge and system expertise at ASC is outstanding. The support is much appreciated.

Carolyn Gorman, QKA, QPA
EPIC Retirement Plan Services
ASC Client for 20 years

ASC continues to add features that allow us to effectively monitor and manage our 5500 process each year. The system is easy to use, and the client experience is seamless and simple.

Veronica M.
ASC Client for 18 years

With ASC document integration, I was able to perform an owner-only match DB valuation from start to finish in under four minutes.

Michael, New User at July Business Services
ASC Client for 17 years

The ASC service has always been the best of any service / software provider that I work with.

Scott R. McHenry, MSPA, MAAA
McHenry Advisers, Inc.
ASC Client for 22 years

PensionPal has tremendously improved our company's workflow & efficiency. PensionPal allows us to know exactly where each of our clients are in the administrative process at the click of a button. Using the merge features, we have sped up our processes and can customize emails and forms specific to each client. Lastly, the PensionPal team is fantastic at responding to any questions we have and has been fantastic at teaching us how to get the most out of their system. We really love PensionPal!

Bernice Flatebo, ERPA, CEBS, APA
Pension | Profit Sharing Services, Inc.
ASC Client for 7 years

Everyone has always been very quick to respond with accurate answers to my questions. Always friendly and professional!

Terry Blanton Pastor, CPC, QPA, QKC, QKA
National Associates of Cleveland
ASC Client for 30 years

ASC is an amazing company! Every staff member I have worked with is helpful and genuinely interested in providing tailored solutions to meet the customer's needs.

Frank
ASC Client for 29 years

"I must say that I love the DGEM document software, and it has exceeded my expectations. I love the way the SPD is written, so simple to understand and so complete. Your team has done good work!”

ASC Client for 9 years

ASC is a great company to work with. Their technical knowledge is top-notch and their response time is much better than other document vendors. We've been using the ASC Plan Documents since restating to EGTRRA and everyone feels the documents are flexible and provides a great product for our customers. Navigating through the DGEM system is extremely user friendly. We can't say enough good things about ASC. We are a very satisfied ASC customer!

Diane
ASC Client for 28 years

I am always blown away by the response time and helpfulness of ASC customer support.We continue to boast about how great ASC is! We are a very satisfied client.

Shannon
ASC Client for 18 years

The tech support people are awesome and wonderful to work with.

Joyce
ASC Client for 31 years

Your service is what separates you from the rest!

John
ASC Client for 18 years

Excellent plan documents and system. Also, excellent support and responses to questions.

Charles Whetstine
Whetstine Law Firm
ASC Client for 17 years

You all at ASC are awesome. Thanks so much!

Lisa Richardson
401 Plans
ASC Client for 28 years

Excellent customer service!!!

Gloria Reddivari
HUB Retirement and Wealth Management (fka Summit Financial Corporation)
ASC Client for 22 years

You guys are so AWESOME...best client I've worked with in a long time! Thank you for all that you do!

ASC Client for 28 years

We appreciate your prompt responses.

Cynthia
ASC Client for 18 years