Acquisition by Ascensus Pension Strategies, LLC was acquired by Ascensus College Savings, Inc. This presents an opportunity to leverage the resources and network of Ascensus for potential cross-selling and expanding the client base.
Industry Expertise As a fee for service third-party administration company specializing in qualified retirement plans, Pension Strategies, LLC possesses deep industry expertise. This expertise can be highlighted to attract clients seeking specialized retirement plan services.
Digital Technology Integration Utilizing tech stack including Font Awesome, Google Font API, and jQuery among others, Pension Strategies, LLC demonstrates a commitment to leveraging digital tools. This tech-savvy approach can be marketed to tech-focused prospects looking for innovative retirement solutions.
Growth Potential With over 1500 qualified plans already administered, Pension Strategies, LLC has a strong foundation. Highlighting this track record can instill confidence in potential clients and showcase the company's ability to handle diverse plan requirements.
Competitive Landscape Compared to similar companies like MassMutual, Charles Schwab, and Fidelity Investments, Pension Strategies, LLC's boutique size offers a personalized approach and agility. This competitive edge can be a selling point for clients seeking tailored retirement plan services.