• Harnessing The Power Of The Union

    To Benefit Its Members.

    ascension group benefit consultants

The Ascension Group is a full service group retirement and benefits brokerage consulting firm. We provide unions with customized plans that enhance the value-added benefits the union provides its members.

Health & Welfare Plans

We will partner with you to complete a thorough review of your existing plan, research plans available in the industry and identify the plan that is right for you and your members.

Pension Plans

We look at the unique characteristics of your members, their stage of life and provide customized solutions for you and your members.

Retirement Plans

We provide unions with customized retirement solutions to increase the competitiveness of the union’s retirement plan through proprietary plan management solutions.

FOUR STEPS TO IMPROVE YOUR UNION RETIREMENT PLAN

analysis-group benefits process

1. ANALYSIS

In-depth analysis of your existing group retirement plan.

We complete an in-depth analysis of your current group retirement plan focusing on four key areas – investment options, CAP guideline compliance, cost management and value added services available to plan members.

2. RESEARCH

Creating the right plan for your organization.

We work to understand all aspects of your union including your member demographics, your goals as an organization in regards to helping your members and the group retirement options available in the market.  We utilize this information to determine how your plan can be tailored to the uniqueness of your members, reduce your costs and produce long-term returns.

research process
investing

3. INVESTING

Creating a customized and compliant portfolio.

Once a plan is chosen, we help your union manage changes to the plan which will minimize risk and maximize the long-term results of the investment options. To ensure the best results for the members, we focus on: customized portfolios, transparency, cost management and compliance.

4. SUPPORT

Full service active plan management.

We work to maximize the effectiveness of your retirement plan by providing ongoing analysis and proactive plan management in the form of the following:  systematic investment reviews and reporting, proactive change management solutions, member education, and professional assistance.

support

Give your portfolio a boost. Invest in your union plan!