Ascension Retirement Services

Retirement Consulting

Plan Now For Future Success

You want to offer your employees retirement options that fit just right and work incredibly hard to protect their future. Whether it’s tax benefits for highly compensated executives; golden handcuffs to help retain your brightest stars; or a way for employees to defer money from each pay check to provide for a meaningful retirement with minimal or no contributions from your company, we’ll spend the time it takes getting to know you and understanding your retirement plan vision.

Retirement-Services

What We Offer

Our Services

Our strategic consulting and turnkey administrative services include everything you’ll need to build and maintain your plan so that it becomes an asset to your employees, not a liability to your organization.

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Types of Coverage

Our comprehensive savings and investment consulting solutions in both qualified and non-qualified plans help your organization ensure the financial well-being of your employees.

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Meet Some of Our Team

We’re a long-term player and pioneer in the insurance brokerage industry–we’ve been working with our clients’ retirement plan dreams, goals, problems, issues, challenges, fears and concerns for more then 40 years–so we’ve got the processes, foresight, and experience, to help you create a plan for your employees that aligns with your corporate goals and realities, both now, and as your company changes.

Mike Weintraub

Mike Weintraub

President, Retirement Division

Mike brings extensive knowledge and executive leadership experience to Ascension. For more then 40 years, he’s specialized in providing tax savings by leveraging assets of individuals and organizations with an emphasis on tax-qualified retirement, and non-qualified executive compensation arrangements. His CA License# is 0421395. Mike is a former member of AALU's board of directors, a life and qualifying member of MDRT, a past chair of its Top of the Table forum, and an MDRT Foundation past president. Mike serves as the immediate Past Chair for the LIFE Foundation's board of directors. In California, he’s served as president of the Leading Life Producers of Northern California, East Bay Chapter of the Society of Financial Services Professionals, and the Estate Planning Council of the East Bay. Mike also serves as president of the Northern California Institute for Bone Health's board of directors and is listed in "Who's Who in California."
0ffice: (925) 407-0412   
Weschler

Jeane Wechsler

Vice President, Retirement Administration Division

Jeane brings more than 30 years of experience to Ascension and handles all aspects of plan administration in a mix of defined benefit, defined contribution, including 401(k) and cafeteria plans. This includes non-discrimination testing, plan consultation and design, plan document preparation, and annual plan administration, including government forms preparation. Jeane graduated cum laude from San Diego State University. She holds the Accredited Pension Administrator (APA) designation with the National Institute of Pension Administrators (NIPA), and is a member of NIPA and the American Society of Pension Professionals and Actuaries (ASSPA). A former president and current member of the board of directors for the San Francisco Chapter of NIPA, Jeane helps coordinate comprehensive quarterly education seminars to enhance the professionalism of individuals in the pension industry.
0ffice: 925-407-0414 direct   

Featured Blog Post

The Nuts & Bolts of Exit Planning, Part 1: Thoughts from Two of the Best

Mike Weintraub, President of Ascension’s retirement consulting division, was interviewed for this two part article, that appeared today in Insurance Forums. Insurance-Forums.net is the world’s largest insurance community, bringing together more than 62,000 registered members in an ongoing, vital dialogue about the insurance industry and how to succeed in it.

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Resources & Documents

This Resource and Document Library contains tools, white papers, worksheets and more. See the full list of resources and documents.


FREQUENTLY DOWNLOADED RESOURCES

2015 Tax Guide

A handy fingertip guide to taxable income rates for 2015.

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Ascension Nonqualified Deferral Plans

A quick primer on the types of plans Ascension offers.

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