HSA — Solution Center Articles

Is it Time to Streamline Your HSA Business Strategy?

If you don’t offer HSAs to your clients, now may be a good time to test the waters and start your HSA program.

Solution CenterAscensusMay 2, 2024Business Insights, HSA, IRA

What’s Holding You Back from Growing a Thriving HSA Program?

There’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.

Solution Center, HSAAscensusAugust 3, 2023Compliance & Operations, HSA, Business Insights

Don’t Let Prior-Year Tax Reporting Duties Overwhelm You

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?

Is it Time to Focus on Your Professional Development Goals?

We 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.

Solution Center, HSAAscensusJune 1, 2023HSA

Secure Your Preferred Onsite Dates for 2023

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.

IRA, HSA, ESA, Employer PlanAscensusJanuary 5, 2023Compliance & Operations, Business Insights, IRA, HSA

Ring in the New Year Prepared for Your Clients’ Questions

With 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?

The Key to Unlocking a Successful HSA Program

Fall 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.

HSA, Solution CenterAscensusSeptember 1, 2022Business Insights, HSA, Education

Help Your Clients Unlock the Powerful Savings Potential of Their HSAs

Health 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.

HSAAscensusAugust 4, 2022Business Insights, HSA, Education

Take the Stress Out of Prior-Year Tax Reporting

Although 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?

HSA, Employer Plan, ESA, IRA, Solution CenterAscensusJuly 7, 2022Business Insights, IRA, IRS, HSA, Coverdell ESA, Education

In Person, Virtual, or Online: Training That Fits Your Schedule and Your Needs

We 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.

HSA, IRA, Employer Plan, ESA, Solution CenterAscensusJune 2, 2022Business Insights, IRA, HSA, Coverdell ESA, Education

Grow Your Business by Deploying This Simple Marketing Strategy

Providing 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.

Stumped by Retirement Plan or IRA Questions? Don’t Worry, Your Answer is a Phone Call Away.

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.

IRA, Employer Plan, HSA, ESAAscensusApril 1, 2022Compliance & Operations, IRA, Qualified Retirement Plan, HSA, Coverdell ESA

Give Clients More Information in the Right Format

Your 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.

IRA, ESA, HSAAscensusDecember 2, 2021Business Insights, Compliance & Operations, IRA, Coverdell ESA, HSA

Don't Miss Out on Ascend This Year

Looking 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.

Employer Plan, ESA, HSA, IRAAscensusOctober 7, 2021Business Insights, IRA, HSA, Coverdell ESA, Qualified Retirement Plan, SIMPLE IRA Plan, SEP Plan

Reliable Reference Tools Will Help You Give Clients the Right Answers

Rely on Ascensus’ reference guides and technical manuals for the correct, accurate information you need to help your clients with their tax-advantaged savings questions.

Employer Plan, ESA, HSA, IRAAscensusOctober 7, 2021Business Insights, IRA, HSA, Coverdell ESA, 401(k) Plan, SIMPLE IRA Plan, SEP Plan

In Person or Virtual, Premier Education Opportunities Offer Same Valuable Content

As 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.

HSA, IRA, Employer Plan, ESAAscensusSeptember 2, 2021Business Insights, IRA, HSA, Coverdell ESA, Education

We're Ready When You Are

Perhaps 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.

Employer Plan, ESA, HSA, IRAAscensusAugust 5, 2021Compliance & Operations, Business Insights, IRA, HSA, Coverdell ESA

Boosting Your HSA Knowledge Benefits Your Business, Clients

In June we asked you to test your HSA knowledge by taking a short quiz. From the results, we noted some confusion about qualified medical expenses—those expenses that would generally qualify for a medical and dental expense deduction—that can be paid for from an HSA.

HSAAscensusJuly 1, 2021Compliance & Operations, Business Insights, HSA, Health

Is Your HSA Knowledge Helping or Holding You Back?

HSAs have been around for 17 years and their continued growth is predicted as consumers learn more about the HSA’s tax advantages. Don’t let misinformation about HSAs hold you back from offering HSAs or growing your HSA business.

HSA, Solution CenterAscensusJune 3, 2021Compliance & Operations, Business Insights, HSA, Health

Stay Connected and In Compliance with “e” Offerings

In 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.