Secure Your Preferred Onsite Dates for 2023
With 2022 behind us, it’s time to look to the New Year ahead. If your organization is like many in the industry, you’ve held off on team training and other onsite visits in recent years. But you’ve missed those personal connections.
We’ve missed interacting with our clients in person, too.
If you’re ready, our experts look forward to reconnecting with you and your team in person. At Ascensus, our 2023 schedule for in person training and onsite compliance reviews is booking quickly. If your organization has put off these professional services, we are ready to support you and your team. Here are some of our onsite services that your organization may find beneficial in the year ahead.
IRA and HSA Workshops
If traveling isn’t an option for your organization, you and your team can still benefit from face-to-face training with Ascensus’ experienced and knowledgeable instructors and engaging curriculum.
Let us come to you.
Whether your team wants to brush up on the basics of IRAs or health savings accounts (HSAs) or if you need more advanced topics, you’ll find that Ascensus onsite IRA and HSA workshops offer high-quality content in a flexible, cost-effective format. Our instructors tailor the curriculum to those attending the training, and they can answer any questions that may come up. So rather than sending one or two team members to off-site training, our workshops allow you to train several employees at the same time.
Compliance Reviews
Has it been a while since your organization has undergone an onsite compliance review? Then now is a good time to schedule one. New IRS guidance and other important retirement-related rules released since 2020 directly affect your IRA and HSA procedures and documents. An Ascensus compliance review is similar to an IRS audit, but we won’t penalize you for noncompliance. An expert consultant will come to your financial organization for two or more days to review your current procedures; examine your IRA, retirement plan, or HSA documents, amendments, and owner files; and interview staff to determine their understanding of the rules. You’ll then receive a customized report containing findings, recommendations, and analysis of your risk for IRS penalties. Our clients find compliance reviews as a cost-effective way to ensure they are current and compliant.
Whatever the outcome, a compliance review will give you that peace of mind that if your organization is audited by the IRS, you’ll be ready.
Let’s Connect
If you feel your financial organization would benefit from an onsite IRA or HSA course, or from a compliance review, don’t hesitate to take advantage of our in-person offerings. We’re ready to connect with you. To book a date that works best for your organization, contact your sales representative at 800-346-3860 or sales.support@ascensus.com.
