The 2022 tax season is over for most of us, but your work for this tax year may not be done. Inevitably, a client will walk into your branch carrying her 2022 Form 5498, IRA Contribution Information, to point out an error. So, what do you do?
Read MoreAs we prepare for Ascend 2023, let’s look back at what we learned at Ascend last year from you.
Read MoreIf 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.
Read MoreNavigating the post-SECURE retirement landscape may seem perplexing to many small business owners and self-employed individuals. That’s where Ascensus can help you help them get back to managing a successful business.
Read MoreAlthough the 2021 tax season is behind us, your work for this tax year may not be done. Inevitably, you will end up with an IRA client walking into your branch carrying his 2021 Form 5498, IRA Contribution Information, to point out an error. So, what do you do?
Read MoreWe recently surveyed our clients to find out what types of training events they would prefer in 2022: 56 percent of respondents reported that they want on-site or in-person training while 43 percent prefer virtual or online training. Whether you prefer learning in person, virtually or online, we’ve got options for you.
Read MoreProviding consumer education content is one of the most effective marketing strategies that a financial organization can deploy. Creating quality educational materials that also promote your product offerings allows you to engage your clients, providing another connection to build trust and strengthen relationships.
Read MoreMaking 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.
Read MoreThe Cycle 3 qualified retirement plan restatement deadline is fast approaching. If you’re an employer plan sponsor who has not taken action yet, or if you’ve gone through the restatement process but you’ve forgotten to sign and return documents, this message is for you.
Read MoreLooking for a great way to catch up on all of the latest developments and rule changes affecting retirement and health savings plans? Ready to get away for some worthwhile training and professional networking? It’s not too late to meet up with other financial industry professionals from all over the country at Ascend.
Read MoreRely on Ascensus’ reference guides and technical manuals for the correct, accurate information you need to help your clients with their tax-advantaged savings questions.
Read MoreAs a financial professional, it can be challenging to keep up with all the new regulations and rule changes that affect retirement, health, and education savings plans. That’s why each fall Ascensus sponsors annual training events that provide valuable, comprehensive education and updates.
Read MorePerhaps the most notable change in the last year and a half was not being able to do business or connect with clients in person. Well, whenever you’re ready—and with your health and safety in mind—our experts look forward to connecting with you in person again with on-site Ascensus training and service offerings.
Read MoreIn today’s world, almost everything has to be offered digitally or available in an “e” format. Your IRA, retirement plan, ESA, and HSA business is no exception. Fortunately, Ascensus offers several “e” products and training solutions to help you stay connected and in compliance.
Read MoreManaging retirement plan administration pre-COVID was already a challenge. Now with Cycle 3 restatement added to the mix, it’s even more so. Fortunately, Ascensus has the tools you need to streamline the Cycle 3 restatement process in today’s remote work environment.
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