Ascensus Adds Charles Schwab to Retirement Platform
Registered investment advisers and third party administrators (TPAs) can now use Charles Schwab’s custodial platform through Ascensus’ PrudentAdvisor or PrudentLink fee-based retirement plan service models, according to a press release.
PrudentAdvisor offers retirement plan design;, plan installation, maintenance and reporting; plan administration and recordkeeping services; investment selections from among thousands of mutual funds including asset allocation models and self-directed brokerage account options; “affordable” plan fees; and participant communication, education and retirement planning tools (See BISYS Unveils PrudentAdvisor Offering ).
More information is at www.ascensus.com .
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