Stay Connected and In Compliance with “e” Offerings
By Lisa Walker, CISP, CHSP
“Staying connected.” In today’s world, everything hinges on that simple phrase, a phrase that—thanks to the coronavirus pandemic—has greater meaning than ever before. Keeping in touch with clients, colleagues, friends, and family is the key to not only surviving, but succeeding, in both our personal and professional lives. How have we been able to do this in an environment of having to interact with people from a distance? Electronically of course. Now more than ever, almost everything has to be offered digitally or available in an “e” format. Your IRA, retirement plan, education savings account (ESA), and health savings account (HSA) business is no exception.
At Ascensus, we know that you’ve had to take a different approach to make work, well, work. It’s possible that some of your associates are performing their jobs off site. And you’re working with clients who, more than likely, are working from home. You may have had to get creative with implementing new workforce measures and business procedures. Your organization has probably had to rethink how to serve its clients remotely, especially those who were used to coming into your physical location and were unable to. You likely still have issues and concerns about how to move forward and how to best serve your clients.
On top of that, a lot of legislative changes affecting tax-advantaged savings accounts have occurred in the last year, perhaps posing more challenges to your organization. As you continue to address these challenges, consider these questions. Are you up to speed on the changes? Would it help to have convenient online training for you and your colleagues? Do you have what you need to ensure that your retirement, education, and health savings programs stay in compliance? Are there areas where you can better serve your clients—do they have everything they need to conduct business with you?
Ascensus offers several “e” products and training solutions, some of which are described below.
eLearning – Ascensus’ self-paced eLearning is a flexible, convenient, cost-effective training solution that you and your colleagues can use anytime, from almost anywhere. More than 25 courses cover a wide range of IRA, retirement, and other tax-advantaged savings plan topics.
eForms – Ascensus’ electronic forms will provide your organization immediate access to current IRA, ESA, and HSA opening documents and maintenance forms, eliminating the need to use paper forms and documents.
eBrochures – Electronic versions of Ascensus’ printed lobby brochures can be placed on your organization’s website for clients to access and learn more about IRA, retirement plan, ESA, or HSA rules.
eResource Center – When you have to look it up, make sure you access the eResource Center, Ascensus’ full library of technical reference manuals. These manuals explain the rules and regulations for IRAs, SEP and SIMPLE IRA plans, qualified retirement plans, ESAs, and HSAs.
800 Consulting – Ascensus’ accredited savings plan professionals are just a phone call away—wherever you may be working—ready to give you immediate and accurate answers to your technical questions in a conversational, easy-to-understand manner.
Find out how Ascensus can help your financial organization—and your clients—with these and many other “e” solutions. Contact sales.support@ascensus.com to let us know what you need to “stay connected” electronically.
