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.
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.
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.
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.