Training Opportunities

Financial organizations are frequently faced with handling beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues where there may be no or limited regulatory guidance. This comprehensive course covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. The course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns.

The cost of attending one of America's colleges is certainly not getting any cheaper. This course will review the various options for setting money aside to help pay for this high-cost venture. Learning objectives include discussing the concepts and benefits of Coverdell ESAs, tax benefits and allowable education expenses for ESA and 529s plans, the differences between 529 college savings plans and prepaid tuition plans and understanding how UGMA and UTMA accounts have been used to fund college education.

HSAs A-Z gives attendees a comprehensive overview of fundamental HSA concepts.

Our highly skilled Ascensus trainers, in partnership with Michigan Credit Union League, present virtual IRA workshops, covering essential and advanced IRA topics.

Our highly skilled Ascensus trainers, in partnership with Kansas Bankers Association, present IRA workshops covering both essential and advanced IRA topics.

Our highly skilled Ascensus trainers, in partnership with Nebraska Bankers Association, present IRA workshops and a covering both essential and advanced IRA topics. 

Our highly skilled Ascensus trainers, in partnership with Iowa Bankers Association, present IRA workshops covering essentials IRA topics.

Our highly skilled Ascensus trainers, in partnership with Wisconsin Bankers Association, present hybrid IRA workshops in Madison, WI (and virtually) covering both essential and advanced IRA topics.

Our highly skilled Ascensus trainers, in partnership with Minnesota Bankers Association, present IRA workshops in Eden Prairie, MN covering both essential and advanced IRA topics.

Our highly skilled Ascensus trainers, in partnership with Tennessee Credit Union League, present virtual IRA workshops covering both essential and advanced IRA topics.

Our highly skilled Ascensus trainers, in partnership with The League of Credit Unions & Affiliates, present virtual IRA workshops covering both essential and advanced IRA topics.

Our highly skilled Ascensus trainers, in partnership with Kentucky Bankers Association, present IRA workshops in Louisville, KY covering both essential and advanced IRA topics.

Attend this course to gain a deeper understanding of the complex issues currently affecting qualified retirement plans. During this course, we’ll discuss multiple topics—including the new Roth provisions, RMD rules, and eligibility requirements.

This presentation will provide answers to common industry questions related to 403(b) and 457(b) plans and plan operations. It will also address the latest trends and challenges in 403(b) and 457(b) plan administration.

eLearning provides you with access to convenient and effective training through an online library of courses on qualified retirement plans, Traditional and Roth IRAs, SEP and SIMPLE IRA plans, heath savings accounts, and education savings accounts. Individual courses are available through our learning management system (LMS), Ascensus University for unlimited access for 30 days.

Ascensus University is also available for year-round access or you may license our eLearning library for use by your financial organization staff within a shared directory or installed into your LMS.

Are you missing out on opportunities with small business owners who could recognize substantial tax and retirement benefits by setting up a SEP plan? Join this webinar to see why so many small business owners establish SEP plans, especially small, family-owned or independent businesses. SEP plans are easy to establish and maintain and offer business owners a chance to make deductible contributions at their discretion. The employer contribution limit is greater than the regular IRA contribution limit and does not prevent IRA owners from making regular eligible contributions to their IRAs. This course provides an in-depth review of SEP plans, required plan documents, eligibility requirements, contribution limits, and distribution rules.

SIMPLE IRA plans are ideal for small employers who are looking for an easy-to-maintain plan that allows employees to save for retirement out of their own paycheck. SIMPLE IRA plans, however, are not that simple! This course reviews what you need to know when it comes to being the trustee or custodian of SIMPLE IRA plans, while adhering to IRS requirements to remain compliant, including operational procedures, required plan documents and participant notices, eligibility requirements, contribution limits, portability and distribution rules.

Get the benefit of our experienced instructors and extensive curriculum without leaving the office with an on-site HSA workshop. From basic to comprehensive, our HSA Fundamentals and HSA Workshop offer flexibility and customization and give practical understanding of critical rules and operational issues.

This course provides answers to your clients’ rollover questions by explaining all the rollover opportunities, including evolving portability rules between IRAs and employer plans. You will learn how to capture, facilitate, and report rollovers between employer plans and IRAs, as well as become familiar with new requirements from the DOL regarding making rollover recommendations to clients.

Our highly skilled Ascensus trainers, in partnership with Michigan Bankers Association, present IRA workshops, covering both essential IRA topics.

Get the benefit of our experienced instructors and extensive curriculum without leaving the office with our on-site IRA workshops. Our IRA Essentials, Advanced IRAs, and Frontline Fundamentals curriculum offer flexibility and customization and give practical understanding of critical rules and operational issues.

For our IRA Administration subscribers, Ascensus has two IRAdirect® workshops that give general users and advanced users the foundation they need to work confidently with this software.

IRAdirect® is a registered trademark of Ascensus, LLC.

A special, regulatory webinar where are experts will take attendees through the key provisions that will impact financial organizations and their customers. Examples of topics include effective dates, original and successor beneficiary options, amending IRAs, and next steps.

This course explores the different types of qualified retirement plans (QRPs) and gives a general overview of QRP operations including eligibility, contributions, and portability.

Participants often have questions when it comes to taking distributions from their retirement plans. This course will focus on the various ways that plan participants can distribute their plan assets. Topics covered include in-service distributions, hardship distributions, plan loans, rollover options.

IRA Essentials OnDemand is the perfect solution if you need an introduction to IRAs but cannot attend an onsite training program. IRA reference materials, job aids, quizzes, and videos blend to create an immersive educational experience. Explore six educational tracks: Introduction to IRAs, Establishing an IRA, Funding, Portability, IRA Distributions, and Reporting.