Reliable Reference Tools Will Help You Give Clients the Right Answers
Ever hear the phrase, “Don’t put all your eggs in one basket”? It applies to many scenarios, even when it comes to knowledgeable staff members. For example, does your financial organization have one person in the office who handles all of your retirement, health, and education savings accounts? What happens when she’s on vacation or when a client’s question has you stumped? Don’t just Google an answer—it may not be correct. Instead, rely on Ascensus’ reference guides and technical manuals for the correct, accurate information you need to help your clients with their tax-advantaged savings questions, whether basic or complicated.
The Right Amount of Information
Rather than taking a one-size-fits-all approach to reference guides and technical manuals, Ascensus customized its multiple reference materials based on your needs. The IRA Fact Book addresses the more common questions you may get, which are based on questions Ascensus consultants field each day on the consulting lines, in a user-friendly, question-and-answer format. The Desktop Guides also offer the basics in a question-and-answer style. Subjects include health savings accounts (HSAs), Coverdell education savings accounts, owner-only 401(k) plans, SIMPLE IRA plans, and SEP plans. For your more complex questions, or when you need to know the how and the why, the IRA and QRP Reference Services and IRA and HSA Compliance manuals provide more technical information.
Updated to Incorporate Latest Changes
All of Ascensus’ reference materials are updated to incorporate the latest changes and new guidance. For example, when the most comprehensive retirement reform bill in over a decade, the Setting Every Community Up for Retirement Enhancement (SECURE) Act, became effective In January 2020, Ascensus took immediate action to interpret the legislation and rolled out updated technical resources so that you would be better equipped to serve your clients.
Ascensus regularly updates its reference manuals and other educational material so you can feel confident in using these resources when passing critical new information along to your clients.
Whether you need to explain to a client what the new beneficiary options are or you just need to refresh your memory on the differences between a transfer and a rollover, our reference manuals supplement the training you’ve already gone through, helping to grow your knowledge as you apply these concepts within your business. While we can answer your questions on our consulting lines and in our many webinars and course offerings, sometimes you simply need the right answer—right at your fingertips. Ascensus technical resources fit the bill.
Available in Print or Electronically
For those who like to make notes within the manuals, our printed versions are popular and can be passed around the office and brought to meetings. To order print versions for IRAs and qualified retirement plans, visit our online store. To order print versions for HSAs, visit our HSA resources store.
For those who prefer an online reference tool, Ascensus’ eResource Center houses technical reference manuals for subscribers, including access to government forms and source documents. Call 800-346-3860 to learn more about eResource Center.
