IRA, Retirement Plan, and Health Savings Account (HSA) Solutions Software, Training, Documents and Consulting

Bronze Partner

In order to attract and retain members, your credit union must continually enhance and increase both the traditional and digital avenues by which your members obtain loans and direct investments.

We are uniquely positioned to develop, implement and support all of your credit union's financial planning initiatives. Our staff is unique and is comprised of seasoned retirement planning and financial services experts who work side by side with leading-edge digital designers to ensure a robust and engaging online experience for your members. Our distinct strengths allow Ascensus to create solutions that remain virtually unmatched in the retirement services industry.

As part of a full service offering, IRAs, other retirement plan options, and HSAs are key components of what differentiates us. These vital savings and retirement planning areas is where Ascensus can make the difference for your members. We remain committed to the success of the credit union community.

For the latest news and thought leadership from Ascensus, visit The Link.

Products and Services

  • IRA and HSA Administration: Our team provides complete administration, operation, and compliance support. We use proprietary software to provide a secure online processing system that facilitates faster, simpler processing by eliminating paper forms

    Education and Training: Our extensive training curriculum and products are structured and delivered around the way you work. We offer nationally recognized seminars as well as tools to supplement your in-house training programs.

    Forms and Document Services: We are one of the largest forms and prototype employer document providers in the industry. Our services range from print to electronic forms and document amendments to document sponsorship. Our many value-added services, like an amendment mailing service, mean that you can leave compliance to us.

    Consulting: Maintaining compliance with rules and regulations is critical. Ascensus consulting services give you immediate access to ERISA consultants who do the analysis for you and help you stay in compliance.

    Compliance and Marketing ResourcesOur online store is packed with solutions to supplement and enhance your Traditional and Roth IRA and SEP and SIMPLE IRA retirement savings programs. From forms and documents to reference manuals and training products, you’ll find exactly what you need to provide top-notch services to your clients.

  • Certified IRA Specialist The Certified IRA Specialist (CIS) I and II certifications demonstrate proficiency in a variety of basic and advanced IRA transactions including contributions, rollovers, distributions, death claims, reporting, and more.

    Certified IRA Professional The Certified IRA Professional (CIP) designation is a well-respected benchmark of experience, dedication, and distinction in the IRA industry.

    Certified Health Savings Professional The Certified Health Savings Professional (CHSP) designation sets an industry standard in HSA expertise on a variety of HSA transactions including establishment, contributions, distributions, reporting, and portability.

  • Ascensus delivers technology and expertise to help millions of people save for what matters most—retirement, education, and health care. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of financial institutions, state governments, financial professionals, employers, and individuals. Ascensus supports over 85,000 retirement plans, more than 4.6 million 529 education savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1.6 million IRAs and health savings accounts. As of December 31, 2018, Ascensus had over $186.6 billion in total assets under administration. For more information about Ascensus, visit