Qualified Retirement Plan — Solution Center Articles

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.

Consumer Education Tools You Need to Succeed

Quality consumer education is one of the most effective marketing tools that you can deploy as part of a successful business strategy.

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?

Simple Tools to Build Consumer Satisfaction—and Your Business

Quality consumer education is one of the most effective marketing tools that you can deploy as part of your business strategy.

Feeling Less SECURE About Your Retirement Plan or IRA Knowledge? Call Us.

The 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?

Solution CenterAscensusApril 6, 2023Business Insights, IRA, Qualified Retirement Plan

Our Top 5 Takeaways from Ascend 2022

As we prepare for Ascend 2023, let’s look back at what we learned at Ascend last year from you.

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?

Don’t Overlook These Benefits for Your Small Business Plan Clients

Navigating 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.

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

Cycle 3 Restatement: The Time to Act is Now

The 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.

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

A Comprehensive Plan Document Service for Complex Times

Managing 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.