Individual
Employee in a Retirement Plan
888-652-8086
Employee Site
Employee in a CoPilot Retirement Plan
833-892-8998
Employee Site
Beneficiary of an IRA
800-356-9140
College Savers
877-529-2980
529info@ascensuscollegesavings.com
College Savings Plans
Employee in a SEP or SIMPLE IRA plan
844-292-4701
Employer/Business Owner
Retirement Plan Administration
888-652-8087
Employer Site
CoPilot Retirement Plan Administration
833-892-8878
Employer Site
Total Benefit Communications
678-579-9600
Total Benefits Communication
SEP or SIMPLE IRA Plan Administration
844-292-4700
Financial Professional/Advisor
Financial Professional/Advisor
888-652-8087
Financial Professional Site
Banks, Credit Unions, and Other Financial Institutions
800-346-3860 or 218-825-5000
Consulting and Compliance
Sales
Retirement Sales
Retirement
800-345-6363
Documents Only 877-858-9659
Sales representatives and contacts
CoPilot Small Business 401(k) and Individual(k)
833-893-3233
FuturePlan by Ascensus
866-929-2525
sales@futureplan.com
Sales representatives and contacts
Regional Financial Institution
Sales representatives and contacts
SEP or SIMPLE IRA Plan Sales
Advisors: 855-537-9555
Employers: 833-706-2292
Trust Sales
Ascensus Trust
701-234-0207
Trust and Custody Services
Provident Trust Group
888-855-9856
info@trustprovident.com
Still need help connecting with us? For general inquiries, call 800-346-3860.