Financial organizations balance accuracy, speed, and service when handling asset movement requests.
Now our Ascensus’ IRAdirect clients have access to an updated tool designed to support those goals by making the submission process for IRA, ESA, HSA, and inherited account transactions more structured and easier to manage.
Read MoreThink of your IRA program as a finely tuned engine; even when it seems to be working just fine, a little maintenance can boost performance, reduce friction, and unlock new opportunities. Here’s how you can revamp your IRA efforts and build a stronger momentum across your team.
Read MoreEven for savvy savers, financial products such as IRAs, retirement plans, and HSAs, can be confusing. Add in new legislation and changing regulations, it’s not always clear which path fits a client’s long-term goals. Ultimately, what do your clients want? Clarity. Simplicity. Guidance.
That’s where smart consumer education steps in.
Read MoreIf you’ve ever paused mid-transaction wondering, “Is this a transfer or a rollover,” or your staff are selecting the wrong transaction type only for you to fix it later, you are not alone. IRA and HSA transactions can get complicated quickly, and even experienced staff sometimes second-guess which form to use or how to stay fully compliant.
Read MoreBuilding connections is at the heart of everything we do at Ascensus, whether we’re helping financial organizations serve their communities or working behind-the-scenes with our IRA administrative platform, IRAdirect®. Our new partnership with Janusea is about building more core connections.
Read MoreIRA tax reporting can feel complicated at times, but with a little guidance, it doesn’t have to feel so daunting.
Read MoreWhether your financial organization has been offering IRAs forever or you’re newer to the game, giving your program a refresh can do wonders—not just for your clients, but for your team and for your long-term goals.
Read MoreIf you don’t offer HSAs to your clients, now may be a good time to test the waters and start your HSA program.
Read MoreThere’s nothing like health savings accounts (HSAs) on the market today. Your clients can use HSAs to save money for current and future healthcare costs and as a long-term investment vehicle in their overall retirement savings strategy.
Read MoreThe 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 MoreWe offer training to meet your needs, whether that means in-person training, self-paced online courses, or virtual training, which is a hybrid learning model. Whatever learning method works best, Ascensus has options for 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 MoreWith the New Year fast approaching, your clients will have more questions about their IRAs, retirement plans, and education and health savings accounts. Are you prepared?
Read MoreFall is a perfect time to bring in new HSA clients. Open enrollment begins soon, so why not remind your business clients that you administer HSAs? It may be the motivation that they need to start offering HSAs to their employees.
Read MoreHealth savings accounts (HSAs) pack a powerful punch when it comes to saving money for current and future healthcare costs—and they’re a great way to boost overall retirement savings. You may have noticed more clients interested in opening new accounts.
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 MoreYour clients have questions about their IRAs, retirement plans, health and education savings accounts. Providing quality consumer education content to your clients on the topics they are interested in is a simple, yet effective way to help them build their knowledge and promote your product offerings.
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