ICBA Solutions-Directory

Ascensus is the industry leader in supporting IRAs, HSAs and other tax preferred savings plans. For more than 40 years Ascensus has delivered comprehensive IRA and HSA solutions and education to the banking industry. With one of the largest ERISA consulting teams in the country and training solutions to keep your organization informed, Ascensus’ capabilities ensure workflow compliance and efficiencies. Ascensus is the clear choice when looking to bring your IRA and HSA programs to the next level.

Will your organization be ready for the compliance and operations changes brought about by the recent passage of SECURE 2.0? Some provisions were effective immediately while other changes are coming soon. We will prepare you to keep your programs compliant by delivering the tools you need. At Ascensus, we teach you, tell you, or tackle it with you using tailored solutions that fit the specific needs of your IRA and HSA programs.

For more information about Ascensus, visit www.ascensus.com

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Compliance responsibilities and the changing markets make administering your IRA and HSA programs challenging. Partnering with us takes the stress off of your program administrator. Our administration programs, mailing services, forms and documents, and training products give you all the tools you need to be successful.

Simplify IRA & HSA Program Administration
Efficiency, compliance, and the bottom line: Hitting three out of three is challenging. But that’s exactly what we help you do.

Why you should turn to Ascensus for support

Partnering with us takes the stress off of your IRA and HSA administration. It’s like having a team of seasoned professionals and powerful technology helping you navigate the complex IRA and HSA rules. We help your financial organization feel confident that it provides the best service to your customers.

We provide complete administration, operation, and compliance support using our own software: IRAdirect®. We take it a step further with an add-on tool that provides your frontline staff and account owners easy access to education, interactive tools, and forms to open new and manage existing IRAs and HSAs at your financial organization.

Program Benefits

Improved customer experience
Reduced compliance and liability exposure
Paperless workflow

Stay Compliant
We are your go-to resource for staying current on ever-evolving products, regulations, operations, and industry trends. Whether you’re new or a seasoned professional, we can help.

Staying compliant isn’t easy. We can help.

Whether you’re looking for administrative solutions, forms, document services, or ERISA consulting, Ascensus can do more for you. We’re your go-to resource for everything related to retirement and savings plans.

What do you get from Ascensus?

A quick response to your inquiries
A document compliance review
A sponsor for your plan document
An on-site compliance audit
Access to an ERISA expert to assist with a business project or customized training

Train Your Staff
Our extensive training curriculum, training products, and consumer education are structured and delivered around the way you do business. Many of our courses qualify for continuing education credits for many professional designations and certifications. Education & Training on Your Terms.

What Are Your Training Options?

Instructor Led: Delivered around the country and includes seminars, workshops, and conferences
Distance Learning: Delivered at your convenience, anytime and anywhere, eliminating travel costs
Training Products: Design your own training for your employees—your way, at your own pace, and on your own schedule—using our self-training tools
Consumer Education: Our online and print products can be customized to your brand, allowing you to leverage our experience to teach your clients savings concepts

Joseph Doolittle

Primary Contact

Relationship Manager - Strategic Partnerships

+1 218.825.5885

[email protected]