When it comes to navigating financial products, like IRAs, retirement plans, or health savings accounts, even the savviest clients can feel overwhelmed. Your clients want straightforward information. That’s where consumer education comes in.
Read MoreGoing 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.
Read MoreOn 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.
Read MoreFor 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.
Read MoreQuality consumer education is one of the most effective marketing tools that you can deploy as part of a successful business 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 MoreQuality consumer education is one of the most effective marketing tools that you can deploy as part of your business strategy.
Read MoreThe passage of both the SECURE Act of 2019 and the SECURE Act of 2022 have brought unprecedented changes in the retirement industry. Your clients have questions—we all do. But are you confident that you have the correct answers or even know where to find them?
Read MoreAs we prepare for Ascend 2023, let’s look back at what we learned at Ascend last year from 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 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 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 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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