Solution Center Articles

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.

Avoid Repayment and Postponed Contribution Reporting Confusion

With an increase in the number of repayment and postponed contribution options comes an increase in confusion about reporting these contributions on IRS Form 5498. Find out how to avoid the confusion—and any unnecessary errors.

IRAAscensusMarch 4, 2021Compliance & Operations, IRA, Contribution, Form 5498, Reporting

Mailing Service Can Help Fulfill Your IRA Withholding Notice Requirements

Neglecting your IRA withholding notice obligations can be costly, especially after the SECURE Act upped the penalty. Find out how you can limit your risk of noncompliance when meeting IRA withholding notice requirements.