Whether you are a novice, an experienced veteran, or somewhere in between, earning and maintaining a professional certification not only demonstrates your dedication to learning, but also your commitment to developing your career.

Financial organizations are caught off guard when they learn that the IRS is coming in for an audit. Luckily, there are experts like Tammy Schultz, an Ascensus® ERISA consultant, who know a thing or two about surviving (and potentially avoiding) an IRS audit. 

Providing employees adequate training to successfully run your IRA, HSA, and Coverdell ESA programs can be difficult because of time constraints, budget, and effective training methods. This is where self-paced training may be a solution.

Maybe you’ve heard that Ascend is the industry’s most comprehensive education conference providing training, certification, and continuing education to financial professionals for more than 30 years. See some of what you’ll get from Ascend through the following top five takeaways as shared by past attendees.

Income tax withholding is a major area of compliance for financial organizations that serve as IRA trustees and custodians. Neglecting any of the requirements can be costly. Unfortunately, there is much confusion about the requirements.

IRA, health savings account (HSA), and education savings account (ESA) administration tasks not only can cause headaches, but sometimes result in compliance errors that cause hefty financial penalties. Here are three important compliance responsibilities to be prepared for in January.