Training Opportunities
Leveraging our extensive training curriculum and nationally recognized seminars, our resources are structured and delivered around the way you work to ensure you and your employees remain current and stand out from your competition.
IRA Institute is a training program that provides in-depth instruction on the “need-to-know” aspects of Traditional IRAs, Roth IRAs, SEP plans and SIMPLE IRAs. IRA Institute integrates extensive IRA material, objective-based training methods, and practical applications of the rules to create the ideal learning environment.
Learn more29.5 CE Credits
- Sep 04 - Nov 25 2023 Online/Virtual
This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. Topics include establishing an IRA, contributions, Traditional and Roth IRA distributions, and portability.
Learn more15 CE Credits
- Sep 27 - Nov 01 2023 Online/Virtual
HSA University creates an industry standard in HSA expertise with the accredited Certified Health Savings Professional (CHSP) designation. Expand your HSA knowledge in 75 minutes a week over 5 weeks in a format that is flexible to fit your busy schedule.
Learn more12 CE Credits
- Sep 28 - Oct 26 2023 Online/Virtual
Our highly skilled Ascensus trainers, in partnership with Hawaii Credit Union League, present virtual IRA workshops, covering both essential and advanced IRA topics.
Learn more- Oct 03 - 04 2023 Online/Virtual
IRA Essentials gives attendees a solid foundation of IRA knowledge.
Learn more7.25 CE Credits
- Oct 04 2023 Baxter, MN
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle.
Learn more7.25 CE Credits
- Oct 05 2023 Baxter, MN
Our highly skilled Ascensus trainers, in partnership with Illinois Bankers Association, present IRA workshops delivered onsite and virtually covering both essential and advanced IRA topics.
Learn more- Oct 11 - 12 2023 Oak Brook, IL
Understanding the complex withholding and reporting requirements applicable to Traditional and Roth IRA distributions is critical to maintaining a compliant IRA program. From federal tax implications, including how the early distribution penalty tax applies to IRA owners to how IRA distributions are paid out, our expertise provides the know how to get you there.
Learn more1.5 CE Credits
- Oct 17 2023 Online/Virtual
Our highly skilled Ascensus trainers, in partnership with Michigan Credit Union League, present virtual IRA workshops, covering both essential and advanced IRA topics.
Learn more- Oct 18 - 19 2023 Online/Virtual
Our highly skilled Ascensus trainers, in partnership with Tennessee Credit Union League, present virtual IRA workshops covering both essential and advanced IRA topics.
Learn more- Oct 18 - 19 2023 Online/Virtual
Are you confident that you’re adhering to all federal and state withholding rules? The SECURE Act significantly increased penalties for improper withholding notifications. This course covers the requirements for both federal and state withholding, how to properly notify IRA owners of their withholding rights, what to do with the withheld assets, the foreign withholding requirements, and the potential penalties for improperly following the withholding rules.
Learn more- Oct 24 2023 Online/Virtual
Our highly skilled Ascensus trainers, in partnership with Iowa Bankers Association, present IRA workshops covering essentials IRA topics.
Learn more- Oct 31 2023 Storm Lake, IA
- Nov 01 2023 Johnston, IA
- Nov 02 2023 Cedar Rapids, IA
Our highly skilled Ascensus trainers, in partnership with Maine Credit Union League, present virtual IRA workshops, covering both essential and advanced IRA topics.
Learn more- Oct 31 2023 Westbrook, ME
- Nov 08 2023 Online/Virtual
Our highly skilled Ascensus trainers, in partnership with Iowa Credit Union League, present IRA workshops in Des Moines, IA (and delivered virtually), covering both essential and advanced IRA topics.
Learn more- Nov 01 - 02 2023 Des Moines, IA
- Nov 01 - 02 2023 Online/Virtual
Our highly skilled Ascensus trainers, in partnership with Wisconsin Bankers Association, present hybrid IRA workshops covering both essential and advanced IRA topics.
Learn more- Nov 01 - 02 2023 Madison, WI
Our experts will outline the top 10 HSA topic eligibilities we get questions about on Ascensus’ consulting lines. Join this webinar to see what makes this year’s Top 10 list!
Learn more1.5 CE Credits
- Nov 02 2023 Online/Virtual
With IRA reporting requirements constantly changing, it is vital for your financial organization to stay up to date on the latest requirements. This course provides an in-depth review of key IRA reporting topics, including required minimum distribution statements, fair market value statements, account statements, and IRS Forms 1099-R and 5498. Our experts also review the electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.
Learn more1.5 CE Credits
- Nov 07 2023 Online/Virtual
Our highly skilled Ascensus trainers, in partnership with Utah Credit Union Association, present IRA workshops in Salt Lake City, UT covering both essential and advanced IRA topics.
Learn more- Nov 07 - 08 2023 Salt Lake City, UT
RMD rules changed recently resulting from the SECURE Act, the CARES Act, and most recently the new life expectancy tables. RMDs make up a large part of most financial organizations’ IRA services and will continue to increase as baby boomers age. Attend this course to ensure that your organization is handling RMDs according to the most current rules. Course topics include RMD calculations, excess accumulation penalty taxes, financial organization responsibilities, and reporting.
Learn more1.5 CE Credits
- Nov 09 2023 Online/Virtual
Ascend is the industry’s most comprehensive education conference offering basic and advanced courses on: retirement, health, and education savings plans and industry trends.
Learn more16.25-20 CE Credits
- Nov 13 - 15 2023 Las Vegas, NV
For individuals with an HSA and soon to be eligible for Medicare, it’s critical for them to understand how enrolling in Medicare will affect their HSA. This course will help you gain crucial understanding of effective timing of Medicare enrollment, HSA contribution implications, and how individuals can use their HSAs to pay qualified medical expenses in retirement.
Learn more1.5 CE Credits
- Nov 14 2023 Online/Virtual
Our highly skilled Ascensus trainers, in partnership with GoWest Credit Union Association, present hybrid IRA workshops covering both essential and advanced IRA topics.
Learn more- Nov 15 - 16 2023 Online/Virtual
Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are up to date and handling these transactions properly. You will learn the difference between transfers and rollovers and direct and indirect rollovers, as well as acquire an understanding of Roth retirement plan assets and portability with Roth IRAs.
Learn more1.5 CE Credits
- Nov 16 2023 Online/Virtual
IRAs A-Z gives attendees a comprehensive overview of fundamental IRA concepts.
Learn more7.25 CE Credits
- Nov 28 - 29 2023 Online/Virtual
HSAs A-Z gives attendees a comprehensive overview of fundamental IRA concepts.
Learn more7.25 CE Credits
- Dec 05 - 06 2023 Online/Virtual
Financial organizations are frequently dealt 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. This course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns.
Learn more1.5 CE Credits
- Dec 07 2023 Online/Virtual
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 529 plans, the difference between 529 college savings plans and prepaid tuition plans and understand how UGMA and UTMA accounts have been used to fund college education.
Learn more- Dec 12 2023 Online/Virtual
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, or for use within your LMS.
Register now1.25-41 CE Credits
- Online/Virtual
IRA Essentials OnDemand is the perfect solution for those who need an introduction to IRAs but cannot attend a face-to-face training session. IRA reference materials, job aids, quizzes, and videos blend together to create an immersive educational experience. Explore six educational tracks: Introduction to IRAs, Establishing an IRA, Funding, Portability, IRA Distributions, and Reporting.
Learn more6-7.25 CE Credits
- Online/Virtual
Simplified employee pension (SEP) plans remain a popular alternative for small employers. SEP plans are easy to maintain and offer employers a chance to make deductible contributions at their discretion. This webinar provides an in-depth review of SEP plans, including information on plan documents, eligibility requirements, contribution limits, and distribution requirements.
Learn more1.5 CE Credits
- Online/Virtual
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.
More information3.75–7.25 CE Credits
- On-site workshop
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.
More information3.75-7.25 CE Credits
- On-site workshop
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.
Email for pricing- Online/Virtual
Fulfill your career, obtain IRA knowledge and skills, and become indispensable to your organization by earning two professional designations in less than 12 months.
Step 1: Register for IRA University and the CIS I exam.
Step 2: Register for for Ascend and the CIS II exam.
Step 3: Participate in the IRA University and pass the CIS I exam.
Step 4: Attend Ascend and pass the CIS II exam.
Click the Register for IRA University button to register for IRA University or to learn more about IRA FastTrack.
Register for IRA University15-19.5 CE Credits
- Online/Virtual
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.
Learn more1.5 CE Credits
- Digital delivery onlyOnline/Virtual
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 SMIPLE 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.
Learn more1.5 CE Credits
- Digital delivery onlyOnline/Virtual
In this exclusive webinar, we’ll summarize the key provisions—so you don’t have to, identify what’s most relevant to your organization, and share the timing of when your organization should be ready for change.
Learn more2 CE Credits
- Digital delivery onlyOnline/Virtual