Advanced IRAs

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.

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

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.

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.

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 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.

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.

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.

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.