Solutions for you and your clients
Ascensus is your go-to resource for everything IRA, HSA, and qualified plan.
To help you and your staff, our resources are written by accredited experts and delivered in a format that’s easy to understand. We have one of the most in-depth, informative online reference libraries available. Our newsletters and other compliance resources cover compliance, operations, and trends.
To help your clients, we offer web content and marketing materials. They can be customized with your brand’s look and feel to help you grow your business and show your expertise in a very visible way.
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Do you need assistance with our online resources?
Call 800-346-3860, option 2, suboption 3 or email education@ascensus.com to speak with an RPS Customer Service representative.
For Your Staff: eResource Center
Our collection of technical reference manuals for your staff contains rules, regulations, and authoritative guidance. The collection includes IRAs, HSAs, SEP and SIMPLE IRA plans, IRA FAQs, and qualified plans.
eResource Center features:
- Regular updates throughout the year
- Text searches within each content collection
- Government forms and source documents
- Hyperlinks to IRS forms and publications
- Planning and strategy guide with a recommended schedule for promoting your retirement and savings plan programs
- eBrochures for educating your clients on your retirement, health savings account, and education savings account programs
For Your Clients: Retirement Central
Give consumers more information about saving for retirement, healthcare, and education expenses with Retirement Central®. This web-based platform is designed to make retirement planning more convenient and efficient by providing consumer education, planning tools, online account management, and news articles all in one place.
Working with your website, Retirement Central is supported and maintained by us, but managed and controlled by you. You manage the content and links, and we’ll take care of web hosting and technical support.
Features
- Customization to your organization’s brand and content
FAQs - 11 life stage tutorials (planning organized by life events)
- 21 investment tutorials
- Comprehensive planning tools
- Online account opening and management solution
Benefits
- Offers seamless integration into existing websites
- Provides consumer-friendly information and planning tools
- Makes establishing and maintaining IRAs and HSAs easy
- Increases asset acquisition and retention rates
- Maximizes ROI on technology investment
For Your Clients: eBrochures
Available exclusively to our Fully-Administered and Self-Administered Program clients and eResource Center subscribers, eBrochures are the electronic versions of our lobby brochures. They can be placed on your consumer website for account owners to view or print. It’s an easy way to put your marketing dollars to work while helping your clients make informed decisions about retirement, health savings accounts, and education savings accounts.
Available eBrochures
- Traditional and Roth IRAs: An IRA can help you save more for retirement.
- Traditional IRAs: Save for your retirement with a Traditional IRA.
- Roth IRAs: Prepare for your future with a Roth IRA.
- Transfers, Rollovers, and Conversions: Move your retirement savings without losing tax benefits.
- IRA and Retirement Plan Distributions: Is it time to cash in on your retirement savings?
- Inherited IRAs: Understand your beneficiary distribution options.
- Coverdell ESAs: Help the child in your life achieve a bright future.
- Retirement Plans: Find the right retirement plan for your business.
- SEP, SIMPLE IRA, and Individual(k) Plans: There’s a plan for your business.
- Heath Savings Accounts: An HSA is more than just a savings account for medical expenses.
- Health Savings Account for Employers: An HSA completes your health benefits package.
If you are already a Fully-Administered and Self-Administered Program client or an eResource Center subscriber, click here to purchase eBrochures.
For Everyone: Micro Learning Series
Our Micro Learning Series videos are 2-3 minute voiceover educational segments that teach a specific retirement, health, and education savings plan topic, which can be placed on your website for financial advisors or clients to access at their convenience.
Educating your clients about retirement and other tax-favored savings plans often is a necessary part of the sales process. Keep it from being a cumbersome and time-consuming task. Let the Ascensus Micro Learning Series assist you with that part of your business.
Purchase Micro Learning Series videos separately or as a complete set.
Micro Learning Series titles
- Traditional and Roth IRAs: An IRA can help you save more for retirement.
- Traditional IRAs: Save for your retirement with a Traditional IRA.
- Roth IRAs: Prepare for your future with a Roth IRA.
- Transfers, Rollovers, and Conversions: Move your retirement savings without losing tax benefits.
- IRA and Retirement Plan Distributions: Is it time to cash in on your retirement savings?
- Inherited IRAs: Understand your beneficiary distribution options.
- Coverdell ESAs: Help the child in your life achieve a bright future.
- Retirement Plans: Find the right retirement plan for your business.
- SEP, SIMPLE IRA, and Individual(k) Plans: There’s a plan for your business.
- Heath Savings Accounts: An HSA is more than just a savings account for medical expenses.
- Health Savings Account for Employers: An HSA completes your health benefits package.
