Investing in Your Success

SECURE, Miners, and CARES acts coding to implement new rules related to loans, distributions, partial plan terminations, long term part-time employees, and lifetime income projections

We’re monitoring proposals surrounding a SECURE 2.0.

Expansion of Location functionality to handle more complexity in PEP/MEP/PEO plans, including the ability to calculate Eligibility, Allocations, Vesting by location, in addition to the existing Compliance testing by location

AutoEnrollment projections to understand costs if implemented

Safe Harbor costs calculated with ADP/ACP test to reflect the alternatives had the plan been Safe Harbor

Adding allocation design functionality, including a Side by Side report to compare employer allocations

For those acquiring blocks of plans in this busy M&A market, ASC has wizards to help make Conversions as painless as possible by creating new plans, copy employee census, account balance and history data

Automation wizards – One Step Compliance, update to new period, create/copy/delete in batch

ASC System Integration – Plan Documents updated for Cycle 3, and 403(b) plans added. Form 5500 and 8955 imports updated. CRMS (CATTS and PensionPal) now receive Compliance Test results and Employee Distribution information to enable tracking.

Reconciliation/Controls report

Complex Compliance calculations added, including ADP/ACP “Solve Best”, and Controlled Group and Union testing. Avoid workarounds and doing things by hand.

Additional Vendor Imports (T.Rowe, Standard Enterprise, Hancock Open Architecture, Voya Ease)

Employee Review includes Employment Summary that easily presents History to analyze rehired employees, plus the ability to calculate Eligibility, Vesting and Limited Compensation for a single employee

Functionality to handle complex plans, while using automation wizards to process your easier plans

ASC Support Team designations include: QPA, QKA, APA, CPC, TGPC and more

Full-time ERISA attorneys on staff

Full-time actuaries on staff

All ASC Support Team Members have retirement plan industry experience and most members of the team are credentialed.

Technology is always changing. However, as an ASC client you hardly notice those changes because our goal is to navigate these changes in a way that is as seamless as possible to you.

The ASC Support Team is sufficiently staffed to answer your questions within and usually in less than 5 hours.

We launched a brand new Learning Channel this year.

We expanded our FAQ videos.

We built up our online training via interactive Workshops.