The Cycle 3 qualified retirement plan restatement is now in full swing. If you’re not prepared to complete the expanded Cycle 3 documents for your adopting employers, Ascensus can help.
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Once you’ve answered your clients’ questions about retirement, health, and education savings accounts, providing a take-away for them to reference later could help solidify their knowledge.
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Ascensus offers multiple reference guides and technical manuals—both in print and electronic formats—that will support you and your staff as you navigate basic to complicated tax-advantaged savings account questions.
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Because of the SECURE Act, CARES Act, and related guidance changes, the need for specialized training has never been greater. The Ascensus Virtual Compliance & Legislative Summit is the perfect alternative to an in-person education conference.
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IRA beneficiary options have always been complex, but after the SECURE Act, they’ve become even more so. This may make processing IRA death benefit claims and providing error-free tax reporting a challenge. Find out how Ascensus can help.
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During this time of financial uncertainty, perhaps now’s the time to expand your product line and give your deposit base a boost by entering the HSA market. Already in the HSA business? Ensure its success by focusing on your HSA goals to help fill in the gaps.
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Preparing for an Individual(k) document restatement can seem overwhelming, but it doesn’t have to be. Ascensus is here to help. With less than a month to go before the Cycle 3 restatement begins, this is the perfect time to think about transitioning your Individual(k) plan block of business to Ascensus.
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It can be difficult to keep pace with all the changes that affect the retirement industry. And if 2020 has taught us anything so far, it’s that as soon as you think you’ve found the answers, the questions will inevitably change. Now’s the time to invest in training and education.
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Wondering how best to let your IRA owners and beneficiaries know that they don’t have to take a required minimum distribution for 2020? Getting the word out to your clients may seem like another obligation that your organization doesn’t have time for right now. Ascensus can help.
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You likely are finding it a challenge to not only keep up with the latest rules pertaining to tax-advantaged savings plans, but to confidently and knowledgeably answer your clients’ many questions about them. Fortunately, the expertise you need is just a phone call away.
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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.
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Beginning this year, trustees and custodians that fail to timely provide withholding notices to their IRA clients face a $100 penalty per failure, instead of $10 per failure. It might be time for a simpler, more reliable, cost-efficient way to carry out your withholding notice obligations.
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Being a qualified retirement plan prototype document sponsor can be challenging. With the “Cycle Three” restatement in full swing, this may be a good time to cut the costs—and the stress—that comes with being a document sponsor.
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When answering questions from your clients about retirement, health, and education savings accounts, it may be helpful to provide them with brochures about these topics.
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Keeping up with all of the latest developments and rule changes affecting retirement and health savings plans from year to year is a must for many financial industry professionals. That’s why Ascensus sponsors an annual training event just for that purpose, bringing industry professionals together from all over the country to connect and learn.
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Between the time you learn that an IRA owner has died and the eventual depletion and closing—or moving—of the IRA, there are many steps. Without the proper workflows in place to handle beneficiary claims—especially the more complex ones—the job can be cumbersome and time-consuming. Fortunately, it doesn’t have to be that way.
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Are common misconceptions about HSAs stopping your organization from taking advantage of the valuable business opportunities that they bring? Find out how well you know some of the key features of HSAs and how you can get the support you need operate a successful HSA program.
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One provision of the recent proposed retirement savings legislation would give employers a tax credit if they automatically enroll employees in their SIMPLE IRA plans at a certain default percentage—but only if their plan documents allow for automatic enrollment. If this became law, would your small business clients be able to take advantage of it?
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Like many businesses today, your organization may be experiencing staff changes more frequently than in the past. This creates a need for more efficient training on financial products. Distance learning may be the answer.
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Two bills currently on their way through Congress would make major changes to IRAs if enacted. This could create extra work for your organization. But there is a way to avoid the work of implementing the changes and still maintain an up-to-date, compliant IRA program.
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