Ascensus helps more than 8 million Americans save for retirement, college, and healthcare with premier service and technology. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals.
Upcoming Events
HSAs – Beyond the Fundamentals
This retirement webinar training is perfect for individuals who are comfortable with HSAs and are looking to further enhance their understanding of […]
Opening and Maintaining IRAs
To avoid IRS penalties, financial organizations must use the correct Individual Retirement Account (IRA) opening documents and those documents must be current. […]
IRA Fundamentals for Banks and Credit Unions
For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs. It […]
Building a Compliant IRA Program for Banks and CUs
Is your financial organization’s IRA program in compliance? Compliance means following all IRS requirements for documents, tax withholding, and reporting, which results […]
Understanding HSA (Health Savings Accounts) and Medicare
Many of today’s retired—or soon-to-be retired—individuals are approaching age 65 and their first interaction with Medicare. When someone enrolls in Medicare, this […]
2019 Legislative Update on Retirement Products
Legislation and guidance that affects IRAs is constantly evolving. This retirement webinar for financial professionals will provide an overview of what has […]
IRA Fundamentals for Banks and Credit Unions
For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs. It […]
