In Person, Virtual, or Online: Training That Fits Your Schedule and Your Needs

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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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.

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Meet Your IRA Withholding Notice Requirements (Without Losing Your Mind)

Some days, the responsibilities of maintaining IRA compliance can feel like a heavy lift. But it’s especially important to stay on top of withholding notice requirements. Withholding remains a key area of IRA compliance, and the costs associated with failing to timely provide withholding notices to clients can be steep.

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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.

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