As we prepare for Ascend 2023, let’s look back at what we learned at Ascend last year from you.
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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?
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Tax reporting season is around the corner, and now is the time when many financial organizations audit their year-end IRA reporting data to catch and correct errors before tax documents are printed and mailed out.
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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.
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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?
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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.
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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.
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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.
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