In order to attract and retain members, credit unions must continually enhance and increase both the traditional and electronic means by which members obtain loans and direct investments.
As part of a full service offering, IRAs and other retirement plan options are key components of differentiation. This is where Ascensus can make the difference for you. Ascensus is committed to the success of the credit union market.
It is uniquely positioned to develop, implement and support all of your credit union's financial planning initiatives. Its staff is unique, as it is comprised of seasoned retirement planning and financial services experts who work side by side with leading-edge Web designers and programmers. It is this distinct combination that allows Ascensus to create solutions that remain virtually unparalleled in the retirement services industry.
Leading the Ascensus suite of solutions are the following:
Retirement Central - A culmination of retirement planning tools and educational content that brings value to your members, your operational support areas and your distribution channels.
IRA Service Center - A complete on-line IRA document generation system that ensures compliance with each transaction, whether staff directed or member directed through your public Web site.
Retirement Learning Suite - The most comprehensive educational program in the retirement services industry includes instructor-led training, teleconference sessions with Web-enhanced presentations and a complete e-Learning library containing self-paced modules, exams and administrative support system.
Credit Union Forms Solutions - A complete line of IRA and retirement plans forms designed specifically for the credit union market. These forms are easy to use and can be customized in either printed or electronic formats.
Health Savings Account Solutions - Forms and software to help you manage this new and exciting product to members.
Certified IRA Professional Exam (CIP)
NAFCU members are encouraged to attend the IRA Institute or IRA Online Institute, in preparation for taking the Certified IRA Professional Exam (CIP).
Ascensus and the NAFCU Services Corporation developed a prestigious, nationally recognized certification program exclusively for credit union professionals who have compliance responsibilities for IRAs. The CIP designation is earned by successfully completing an intensive study program and an examination.
NAFCU Member-only Benefits
NAFCU members receive a 10% discount on select Ascensus products and solutions and a discount registration fee for the IRA Institute or IRA Online Institute – a $100 savings.
Download other IRA and HSA documents, forms, etc.
Download the Ascensus Credit Union Catalog here.
Create a successful IRA or HSA training program with Ascensus Training Organizers. Learn more.
Ascensus, Inc.'s mission is to be the premier provider of traditional and technology-based solutions to the retirement services industry. Building on its nearly 30 years of experience, our market presence and foresight, Ascensus has developed a comprehensive suite of products designed to make your credit union more competitive in today's marketplace.
Over 9,000 financial organizations, including more than 1,300 credit unions nationwide have come to depend on the retirement services and solutions provided by Ascensus.