Advanced IRAs

The IRA Institute Online is a 12-week, web-based IRA training program developed and supported by our experienced instructors. You’ll get in-depth instruction on the need-to-know aspects of Traditional and Roth IRAs, and small business IRA-based SEP and SIMPLE IRA retirement plans. IRA Institute Online is the only approved online training program that prepares you to take the Certified IRA Professional (CIP) or Certified IRA Services Professional (CISP) exam.

This course walks through everything you need to know about excess contributions, including handling recharacterizations. This course covers how excess contributions occur, different excess correction methods, and how you can help an IRA owner correct an excess contribution.

Ascend is the industry’s most comprehensive education conference offering basic and advanced courses on: retirement, health, and education savings plans and industry trends.

IRAs A-Z gives attendees a comprehensive overview of fundamental IRA concepts.

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.

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.

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.

Our experts will outline the top 10 IRA topics we get questions about on Ascensus’ consulting lines. Join this webinar to see what makes this year’s Top 10 list!

Is your financial organization’s IRA program in compliance? Ascensus has conducted countless compliance reviews for financial organizations across the U.S., oftentimes finding compliance concerns that could result in substantial IRS penalties. Being in compliance means following all the IRS requirements for documents, federal and state withholding, and reporting. This course will guide you through these areas of compliancy and provide checklists to help manage the compliance process, helping to ensure IRS penalty-free IRA program.

This course provides answers to your clients’ rollover questions by explaining all the rollover opportunities, including evolving portability rules between IRAs and employer plans. Our experts teach financial organizations how to capture, facilitate, and report rollovers between employer plans and IRAs.