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 eLearning library containing self-paced modules, exams, and an 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.
Visit the Resource Solution Catalog for additional resources.
Ascensus and the NAFCU Services Corporation have developed the prestigious, nationally recognized Certified IRA Professional (CIP) designation exclusively for experienced credit union professionals who have IRA compliance or operations responsibilities, and to give formal recognition to individuals who meet specific standards of experience, ethics, knowledge, and performance in the IRA industry. Learn more.In preparation for taking the CIP exam, NAFCU members are encouraged to attend the IRA Institute or IRA Online Institute.
Ascensus is the foremost provider of IRA and retirement plan education. We deliver IRA and retirement plan training that simplifies processes and promotes growth within financial organizations. So that you can better plan for your training, all of Ascensus’ education programs and schedules are listed in the Ascensus Credit Union Catalog.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.
The Basic Tax Reporting Responsibilities webinar is a great overview for credit union professional staff. Attendees of this webinar will learn to identify the IRA, ESA, and HSA tax forms required for contributions and distributions; recite the IRA, ESA, and HSA tax form due dates to the account owner and IRS; and analyze current tax year processes.
With many of your members getting ready to take out their 2013 required minimum distributions (RMDs), now is the perfect time to brush up on the Individual Retirement Account (IRA) withholding notice and election requirements for credit unions.
Whether you’re new to tax reporting, or need to freshen up your understanding of the regulations, this recorded webinar will help you make sure your credit union is prepared. This webinar will cover IRA, ESA, HSA tax forms and due dates. You will learn to identify due dates for tax forms to account owners and the IRS, and to determine which tax forms are needed for each account type.
There are many topics surrounding IRA's, from establishing the account
to the year-end tax benefits. You and your members have questions, and
we have the answers! During this free recorded webinar, we will educate
you on the basics for both Traditional and Roth IRAs, including how to
establish and fund IRAs for members, tax advantages, contribution
eligibility, and more.
Thanks to recent changes in IRS rules, practically everyone is eligible for a Roth IRA conversion minus the tax consequences. This offers a significant opportunity for credit unions to both offer a compelling member benefit and also generate non-fee income. In this podcast, we visit with Kim Johnson, Director of ERISA Technical Support for Ascensus. Kim joined Ascensus in 1994, bringing to his position a wide range of experience in the insurance and investment industries.
Retirement experts are expecting job changers and retirees to roll millions of dollars into IRAs in the coming years. A 2008 study by the Financial Research Corp. estimates that rollover totals will approach $500 billion annually within five years. Christle Johnson, CIP, is a writer and consultant with Ascensus, a Preferred Partner of NAFCU Services. Ascensus provides a full range of retirement services to financial organizations nationwide, including education and training programs delivered through seminars, customized onsite training, and a variety of technology and Web-based products.
View All Educational Resources
Jane Weizenegger800-346-3860 x55163http://www.ascensus.comJane.Weizenegger@ascensus.com