IRAdirect® Workshops

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.


Location Date Price
Online/Virtual Email for pricing


Customized Training

Choose basic concepts or advanced topics to create a workshop that fits your skill level and training goals.

No Travel Costs

Receive quality training without leaving your office—our instructors deliver your workshop at your financial organization.


How long are the workshops for On-Site IRAdirect?

Each workshop is a half-day.

Are there any required prerequisites?

No, but basic IRA knowledge is recommended for the Advanced Users workshop.

What is the difference between the two workshops?

The IRAdirect Workshop for General Users is geared towards people who are new to IRAdirect or would like a general refresher. The IRAdirect Workshop for Advanced Users is designed for with Advanced User roles or who process General User transactions.