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Products May 27, 2011
Consultant Launches New Investment Advisory Firm
May 27, 2011 (PLANSPONSOR.com) - Employee Benefit Solutions, a human capital consulting firm, has introduced Ascende Wealth Advisers, a wholly owned subsidiary registered with the Securities and Exchange Commission to offer investment advice and risk management solutions for corporate retirement plans.
Reported by Rebecca Moore
AWA will provide co-fiduciary investment advisory services and work directly with plan investment committees in fulfilling their oversight and compliance responsibilities. A press release said AWA was formed to go beyond basic consulting services to help client companies better manage their retirement plans and navigate the complexities of investment requirements.
The group works with a variety of retirement plans, including 401(k), defined benefit, non-qualified plans and offshore retirement arrangements.
“We’re here to help our clients understand the process and what they can do to maximize the protection of plan fiduciaries and improve their plan,” said Rob Massa, AWA’s new chief investment and compliance officer and EBS’s retirement practice leader, in the announcement.