About Us

Over the last twenty years, ASCO Financial Group has developed a unique pension management process. Combining superior research with a scientific approach, ASCO offers a wealth of highly specialized resources to the numerous municipal and corporate pension plans it manages throughout Northeastern and Central Pennsylvania. Our administrative services department is structured to handle every phase of the Pension management process, enabling corporate management personnel to focus on the tasks important to the corporation. ASCO coordinates the entire administrative and investment management process-efficiently and cost effectively-alleviating the worry about the funding, financing, and reporting requirements associated with the operation of a corporate pension plan. ASCO offers the following services for corporate pension plans: Consulting Services on: Plan Design. Series 5500 Tax Filing. Summary Reports. ERISA, DOL , and IRS 404c compliance. Vesting Calculations. Eligibility Determination. Third-Party Administration and Recordkeeping. Top Heavy Testing. Participant Statements. Fidelity Bond Coverage. Contribution Calculation. Distributions - Loan Processing - Hardship Withdrawals - Payouts Additional Value Added: - Local presence and service. - Pre and post retirement counseling. - On-site consulting services. - Toll-free 800 access for Corporate and/or employee inquiries. If you have any questions, please email or call us at info@ascofinancial.com