Agatha Schmidt
Senior ERISA Analyst
Agatha Schmidt is a Senior ERISA Analyst with Ascensus. Agatha consults with financial organizations on technical compliance matters through our 800 Consulting service and serves as an instructor for webinars and various Ascensus-sponsored seminars nationwide. She lends technical expertise regarding IRAs, HSAs, Coverdell ESAs, and employer-sponsored retirement plans. Agatha also participates in technical reviews of our forms, documents, and publications, and performs compliance reviews for financial organizations IRA departments. She holds the CISP, Certified Self-Directed IRA Professional (SDIP), and CHSP designations.
Ben Maas
Senior ERISA Analyst
Ben is a Senior ERISA Analyst at Ascensus. Ben conducts IRA training programs nationwide. His expertise includes IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA plans. He also leads the development, design, implementation, assessment, and maintenance of our IRA and HSA University curriculums. Ben holds the CIS, CIP, CISP, and CHSP designations. He also is a member of the Association for Talent Development (ATD).
Carrie Horn
Senior ERISA Consultant
Carrie Horn is a Senior ERISA Consultant at Ascensus. Carrie serves as an instructor for many Ascensus training events, and performs compliance reviews of financial organizations’ IRA departments, which include assessments of internal controls and procedures and compliance reviews of IRA documentation, tax reporting, and tax withholding. Carrie also is one of the primary drafters of IRA, HSA, Coverdell ESA, and SEP and SIMPLE IRA plan forms and documents that Ascensus makes available to financial organizations. She holds the CISP, QKA, QPA, and TGPC designations.
Chad Neumann
Senior ERISA Analyst
Chad Neumann is a Senior ERISA Analyst at Ascensus. Chad conducts IRA training programs nationwide. His expertise includes Traditional and Roth IRAs, Coverdell ESAs, HSAs, and SEP and SIMPLE IRA plans. He lends his expertise to the distance learning curriculums, including IRA Institute Online, webinars, and IRA Essentials OnDemand. Chad also leads exam development and review of the Certified IRA Specialist (CIS), Certified IRA Professional (CIP), and Certified Health Savings Professional (CHSP) programs. Chad holds the CIS, CIP, CISP, CPTD, and CHSP designations. He also is a member of the Association for Talent Development (ATD) and has been designated a Certified Professional in Talent Development (CPTD).
Debbie Shipman
Senior Analyst
Debbie Shipman is an ERISA Analyst at Ascensus. Debbie conducts IRA training programs nationwide. Her expertise includes Traditional and Roth IRAs, Coverdell ESAs, HSAs, and SEP plans. Debbie leads the analysis, design, development, implementation, and evaluation of Ascensus' IRA and HSA workshops, Ascend curriculums, webinars, IRA and HSA University, and IRA Essentials OnDemand. She holds the CIS, CIP, and CISP designations. Debbie also is a member of the Association for Talent Development (ATD).
Mary Hopkins
Senior ERISA Analyst
Mary Hopkins is a Senior ERISA Analyst at Ascensus. Mary answers inquiries from financial organizations on compliance issues through our 800 Consulting service. She also instructs webinars and seminars on IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA plans; and contributes to technical reviews of our forms, documents, and publications. Mary holds the CIP, CISP, and CHSP designations.
Tammy Schultz
ERISA Consultant
Tammy is a Senior ERISA Consultant at Ascensus. Tammy assists clients with technical compliance questions through our 800 Consulting service. She also serves as an instructor for many Ascensus training and education events. Tammy’s expertise includes IRAs, Coverdell education savings accounts, health savings accounts, and various employer-sponsored retirement plans. She also plays an active role with ERISA Support Services and is involved with technical reviews and updates to forms, documents, and publications. Tammy holds the QKA, QPA, and CISP designations.
Jodie Norquist
ERISA Analyst
Jodie is an ERISA Analyst at Ascensus, where she helps financial organizations navigate the complex world of retirement and health savings compliance. She provides technical guidance and practical solutions on IRAs, HSAs, Coverdell ESAs, SIMPLE and SEP plans, and qualified retirement plans through our 800 Consulting service. In addition to her consulting work, Jodie serves as an instructor for Ascensus webinars and contributes her writing and editing expertise to the company’s technical publications, training materials, and The Link newsletter. Jodie holds the CIP and CHSP designations.
