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

Bronze Partner

For more than 40 years, Ascensus has delivered comprehensive IRA and HSA education and solutions to the credit union industry. The firm's solutions offer capabilities to streamline operations while maintaining regulatory compliance.

Ascensus helps people save for what matters—retirement, education, and healthcare. The firm offers tailored solutions that meet the needs of financial institutions, state governments, financial advisors, employers, and individuals. Ascensus supports more than 114,000 retirement plans, more than 6 million 529 education savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1 million IRAs and more than 669,000 consumer-directed health (CDH) plans. As of September 30, 2020, Ascensus had more than $347 billion in total assets under administration. For more information about Ascensus, visit

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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.