ASCENSUS BY
ENCOMPASS GROUP
You’re One of the Few Who Qualify
Unlock a strategy built to preserve your wealth, maximize your lifestyle, and protect what you’ve worked so hard to build.
HCE
The War for Talent Isn’t Slowing Down—And Top Performers Expect More.
Most highly compensated employees hit contribution caps in traditional 401(k) plans. Compliance testing and federal limits mean your best people are left with retirement shortfalls—unless you offer more.
Your Current Plan vs. This New Opportunity
You already have access to a traditional retirement plan — and you’ve maximized it. But here’s what your current plan can’t do:
What you'll get from your first call with Ascensus
It doesn’t solve for taxation on distributions.
It doesn’t provide tax-exempt retirement income.
It doesn’t help protect your assets from future liabilities.
This is what we’re offering instead:
A supplemental, legal, tax-advantaged strategy that’s been in the IRS code since 1913.
Access to your wealth without the depletion of your “live-on” accounts.
A plan that grows — even while you’re spending.
Let’s Talk Unknowns
You don’t need another vendor. You need a partner who understands the needs of high-performing organizations and the high-value individuals who drive them.
What do your current advisors not address?
We’ll help you answer:
- What impact will future taxes have on your retirement distributions?
- How do you maximize what you live on — and still leave something behind?
- Can you spend confidently today without risking tomorrow?
“Do you want your first paycheck in retirement to be larger than your last paycheck while your working?”
Our strategy answers this.
Why Ascensus by Encompass Group?
You’ve built success. Now, build a strategy that protects it.
We are trusted by executives, entrepreneurs, and firms nationwide. Our process is:
Concierge-led
Highly confidential
Designed around your specific financial and lifestyle goals