Feeling Less SECURE About Your Retirement Plan or IRA Knowledge? Call Us.
The passage of both the SECURE Act of 2019 and the SECURE Act 2.0 of 2022 have brought unprecedented changes in the retirement industry. While these new rules are exciting, they may also be challenging to implement. Your clients have questions—we all do. But are you confident that you have the correct answers or even know where to find them?
Skip the research and the accompanying stress and simply give us a call. At Ascensus, our team of ERISA experts has meticulously studied these new laws and regulations. We work hard to break down complex concepts and detailed guidance into bite-sized nuggets of information. Our goal is to help you understand the latest guidance so that you can implement new provisions and explain what they mean to your staff and clients. This will help ensure that your organization continues to maintain a compliant program.
Your IRA client may have created an unusual predicament and needs help correcting the mistake. There’s nothing in the Internal Revenue Code on this. What do you do? Pick up the phone and call us. Chances are good that we’ve seen this situation before and can help you navigate IRS guidance and determine the best course of action for your financial organization and your client. We’ve got your back.
Ascensus’ consulting services—800 Consulting and the Advanced Sales Call Center—provide quick assistance from our retirement and savings plan professionals. 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 valuable time by not having to research or analyze the issue. And you won’t have to worry that your staff is searching the internet on their own, potentially finding incorrect or outdated information.
Our financial organization partners have relied on and trusted our consulting services since 1975. We take pride in our longevity in the industry. Ascensus’ ERISA consultants are ready to hear from you and happy to help.
Call 800-346-3860 or email an Ascensus Sales Representative to learn more about Ascensus’ consulting services.
