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

Gold 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.

Products and Services

  • 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.

  • 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, LLC'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.