Posts tagged Qualified Retirement Plan
Maximize Efficiency in Your IRA Program with Paperless Solutions

Going paperless in the workplace is no longer an option—it has become a necessity. As more financial organizations shift to paperless solutions, the benefits in terms of cost savings, time management, security, and environmental sustainability become undeniable. In this industry, the transition to digital processes is transforming the way our work is done.

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50 Years of ERISA: Celebrating the Landmark Federal Law That Has Transformed How Americans Save for Retirement

On September 2, 1974, the Employee Retirement Income Security Act of 1974 (ERISA) was codified into our federal tax and labor laws. This landmark  legislation revolutionized the management and regulation of employer-sponsored retirement plans,  created Traditional IRAs that have provided incentives for all working Americans to save for retirement, and—with further legislative changes in the half-century since—has forever altered how Americans plan and save for retirement.

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A Newly Expanded Document Suite Provides Flexibility and Growth Opportunities for Document Sponsors

For years Ascensus has provided a full range of defined contribution plans—including 401(k) profit sharing, money purchase pension, and individual 401(k) plans. Last year we expanded our document suite and will further expand in 2024.

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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.

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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.

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