Stumped by Retirement Plan or IRA Questions? Don’t Worry, Your Answer is a Phone Call Away.
It’s easy to feel overwhelmed at the sweeping regulatory and legislative changes that have occurred within the retirement industry in the past two years. Financial organizations, already under pressure to maintain IRS compliance during a tumultuous time in history, have found themselves under a barrage of new regulations and guidance since the SECURE Act became law in January 2020.
Making sense of new guidance is no easy feat. For example, the proposed RMD regulations, released by the IRS in late February, is a hefty 275-page document. Who has the time to read and analyze this?
We do.
Skip the research yourself and simply give us a call. At Ascensus, our team of ERISA experts knows how to extensively research new laws and regulations. It’s a challenge, yes, but also a passion. Our team, which includes ERISA attorneys, CPAs, and many credentialed retirement and savings plan consultants, takes pride in breaking down complex regulations into an easy-to-understand manner for you—so you can, in turn, confidentially explain it to your own staff and clients and continue to maintain a compliant program.
Ascensus’s consulting services—800 Consulting and Advanced Sales Call Center—provide quick assistance from our retirement and savings plan professionals. We are just a phone call away. We can help take the stress out of answering your clients’ tough questions and guide you through complex reporting and compliance situations that may have you stumped. The ERISA team can address nearly any topic related to qualified retirement plans, 403(b) plans, SEP and SIMPLE IRA plans, Traditional and Roth IRAs, health savings accounts (HSAs), and Coverdell education savings accounts (ESAs).
When your organization uses an Ascensus consulting service, you’ll save you and your organization valuable time by not having to research or analyze the topic or issue. You can also feel confident knowing that your staff is receiving reliable guidance, based on the most up-to-date information, rather than having to search the internet on their own.
Our financial organization partners have relied on and trusted our consulting services since 1975. Ascensus’ ERISA consultants are here and ready to assist you.
Call 800-346-3860 or email an Ascensus Sales Representative to learn more about Ascensus’ consulting services.
