We're Ready When You Are
By Lisa Walker, CISP, CHSP
In the last year and a half, a lot has changed. Most likely you had to put several things on hold or cut back on some of the services your organization relies on. Perhaps the most notable change was not being able to do business or connect with clients in person. Like us, you’ve probably missed those interactions.
Well, whenever you’re ready—and with your health and safety in mind—our experts look forward to connecting with you in person again. At Ascensus, we’re here to support you and your team with the flexible services you’ve come to expect from us. And now we’re ready to expand those services on site (while adhering to any COVID-19-related guidance) with the following in-person offerings.
IRA and HSA Workshops
Are you interested in IRA or health savings account (HSA) in-person training for your team—without the expense of traveling or taking time away from the office? If traveling is not an option for your organization, you can still benefit from face-to-face training with Ascensus’ experienced, knowledgeable instructors and extensive curriculum. From learning the basics to gaining a comprehensive understanding of IRAs or HSAs, you’ll find that Ascensus’ on-site IRA and HSA workshops cover critical rules and operational issues.
With on-site workshops, an Ascensus instructor will come to your organization and teach on a wide range of retirement, health, and education savings plan topics, delivering high-quality content in a flexible, cost-effective format to suit your training objectives. The instructor will tailor the curriculum to those being trained and answer any specific questions they have. Ascensus can even integrate your organization’s forms, policies, and procedures into the training.
This on-site, in-person training will help develop your staff’s professional and technical skills on an individual basis. It also allows several employees to be trained at one time, versus sending one or two individuals to off-site training. All you need to do is select the topics, the time, and the place.
Compliance Review
Do you know how new legislation and IRS guidance affects your procedures and documents? Ascensus does. A compliance review of your IRA, retirement plan, or HSA procedures and documents by one of Ascensus’ expert consultants is a great way to ensure that they are current and compliant, helping you preserve the tax-deferred status of your clients’ accounts—and avoid costly IRS penalties. You’ll discover any areas where you’re at risk and if there are more effective ways to gather, process, and retain information.
Similar to an IRS audit—but without the penalties—an expert consultant will come to your organization for two or more days to review your current procedures; examine your IRA, retirement plan, or HSA documents, amendments, and owner files; interview staff to determine their understanding of the rules; and provide a customized report containing findings, recommendations, and analysis of risk for IRS penalties. Whatever the outcome, you’ll likely find peace of mind knowing that you’re ready for an IRS audit.
Ascensus understands the possible challenges that your organization has faced over the last year or more—and that you still may be facing. If you’re not ready or able to take advantage of our in-person offerings at this time, no problem. Many of our valuable retirement, health, and education savings plan solutions are available online or virtually. Either way, we’re ready to connect with you. Contact your sales representative at 800-346-3860 or sales.support@ascensus.com.
