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Education Catalog Look to Ascensus for all your retirement and savings plan education solutions.

ascensus.com/academy

800-346-3860


Table of Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Instructor-Led Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–10 Ascend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–5 IRA Institute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 IRA and HSA Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 IRA Essentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 IRA Frontline Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Advanced IRAs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 HSA Workshop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 HSA Frontline Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 IRAdirect ® Workshop for General Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 IRAdirect® Workshop for Advanced Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Distance Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11–15 HSA University . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 IRA University . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 IRA Institute Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 IRA Essentials OnDemand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Webinars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 eLearning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Training Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Training Organizers™ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Certification Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17–18 Obtaining Certification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Continuing Education (CE) Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Training Registration Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Ascensus education programs are here in one catalog so that you can better plan your training. Contact Ascensus at 800-346-3860 or education@ascensus.com with any questions you may have.


Introduction Stay competitive in today's marketplace by leveraging Ascensus' education programs in the growth and development of your staff. Ascensus offers training for all levels of employees, from frontline staff to senior executives, at all stages of their career paths. As the foremost provider of retirement and savings plan education, Ascensus has been delivering retirement and savings plan training to financial organizations for more than 35 years.

Ascensus trainers Ascensus’ accredited instructors are some of the best in the retirement and savings plan services industry. When they are not teaching, they research and consult on retirement and savings plan administration forms and documents; design course curricula and conduct compliance reviews. Ascensus instructors also serve as the voice of Ascensus’ 800 Consulting service and webinars. Their years of industry experience and ERISA technical knowledge offer depth and insight to their teaching. Ascensus instructors have a deep understanding of IRAdirect® and general operational knowledge that further enhances their teaching.

Flexible formats Ascensus offers its education products in flexible formats and multiple delivery methods so you can choose options that best fit your staff’s learning objectives and your budget. Mix and match our online and instructor-led delivery formats for a better learning experience.

Continuing Education (CE) credits Ascensus recognizes the importance of staying current with retirement and savings plan rules and trends in today’s market. Earning and maintaining professional designations is an excellent way to obtain proficiency and highlights to clients your staff’s dedication to developing their expertise. Ascensus programs are submitted for numerous designations, including CIS, CIP, CISP, CTFA, CRSP, and CFP. Visit our website for additional details.

ascensus.com/academy

800-346-3860


Instructor-Led Training

Ascend > Join Ascensus’ highly-educated consultants at Ascend as they share their expertise and knowledge, along with the latest developments in the ever-changing retirement and health savings plan industry. Ascend is the industry’s most comprehensive education conference. Attendees can choose from more than 40 courses (basic and advanced) to better their understanding of retirement, health, and education savings plans. With its flexible format and interactive presentations on compliance topics and marketing opportunities, Ascend caters to your organization's objectives.

Why attend

Who should attend

There are many reasons to attend the Ascend education conference.

Retirement, health, and education savings plan professionals at all levels attend Ascend, bringing together all types of financial professionals.

Stay current on the latest industry developments.

Receive practical industry-leading ideas to take back to the office.

Retirement plan product managers

Relationship managers

Earn a designation: Certified IRA Specialist or Certified Health Savings Professional.

Operations and compliance managers and staff

Personal bankers

Network with industry peers.

IRA administrators

Learn through engaging activities and real-world case studies.

Trust officers

Build on your existing skills, or learn new skills.

Investment advisors

Client service managers

Call center managers and support staff

Individuals with retirement industry designations

Third-party administrators

Certified public accountants

For information, visit ascensus.com/academy

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Instructor-Led Training

Ascend course topics* Whether you’re interested in learning the fundamentals or want to explore more advanced topics, Ascend covers all aspects of retirement, health, and education savings plans. Below is a sample listing of course topics.

IRA

HSA

Compliance audit

HSA advanced concepts

How to solve IRA questions

HSA and Medicare

Conversions and recharacterizations

HSA overview

Employer options: SEPs and SIMPLEs

Top 10 HSA issues

Everything Roth

Mergers and acquisitions

Introduction to IRAs

IRA excess contributions

IRA legal issues

IRA update

Withholding and getting it right

IRA/QRP

QRP •

Introduction to QRPs

DOL and IRS audit issues

QRP distributable events

QRP document restatement

QRP legal issues

QRP update

Miscellaneous

Advanced beneficiary issues

Advanced portability

Alternative investments

Complex beneficiary issues

Electronic delivery and reporting

Industry

Introduction to beneficiary options

Understanding Social Security

Recognizing prohibited transactions

Creating a successful HSA program

Required minimum distributions

Creating and launching a successful HSA program

Savings reform

Industry trends

Selecting a retirement plan

State of retirement savings

Women and retirement

CIS II exam workshop

CHSP track

CHSP exam prep workshop

*Topics are subject to change.

For information, visit ascensus.com/academy

5


Instructor-Led Training

IRA Institute > The IRA Institute is a five-day, on-site intensive training program that provides in-depth, need-to-know IRA information to experienced IRA professionals. Extensive IRA reference materials, objective-based training methods, and practical applications of IRA rules create an effective learning environment. Throughout the IRA Institute, instructors reinforce the concepts presented to prepare students for the Certified IRA Professional (CIP) or Certified IRA Services Professional (CISP) examinations. IRA Institute is also offered as a flexible 12-week online course (see page 13).

Who should attend • Individuals who have earned the CIS II certification • IRA services professionals with two or more years of industry experience • Experienced IRA professionals interested in pursuing the CIP or CISP designation • Those looking to become recognized industry leaders

Course topics* •

Establishment and amendments

Prohibited transactions

Contributions

Transfers and rollovers

Conversions and recharacterizations

Excess contributions

IRA distributions and withholding

Required minimum distributions

Beneficiary distributions

Reporting

Handling legal issues

SEP and SIMPLE IRA plans

*This is a sampling of topics. Additional topics may be covered.

For information, visit ascensus.com/academy

6


Instructor-Led Training

IRA and HSA Workshops > Benefit from our experienced, knowledgeable instructors and extensive curriculum without leaving the office. From learning the basics to gaining a comprehensive understanding of IRAs and HSAs, our workshops cover critical rules and operational issues. With instructor led training, an Ascensus trainer will come to your organization in person or virtually and teach on a wide range of retirement and savings plan topics, delivering high-quality content in a flexible, costeffective format to suit your training objectives. We can integrate your organization’s forms, policies, and procedures into the training. Our trainers can tailor the curriculum to the staff being trained and answer your specific questions in person or virtually.

Advantages •

You select the topics, time, and place to fit your needs.

Instructors will help develop professional and technical skills on an individual basis.

There are no travel expenses or time away from the office.

Train several employees at one time versus sending one or two individuals to off-site training.

Professionally designed student guides and reference material are available.

IRA topics

HSA topics

IRA Essentials

HSA Frontline Fundamentals

Advanced IRAs

HSA Workshop

IRA Frontline Fundamentals

IRAdirect® Workshop for General Users

IRAdirect® Workshop for Advanced Users

For information, visit ascensus.com/academy

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Instructor-Led Training

IRA Essentials >

Advanced IRAs >

Just starting out in the retirement services industry or need a refresher on IRAs? IRA Essentials is the ideal workshop for you. With hands-on exercises throughout the workshop, you'll leave able to work with IRA owners and process basic IRA transactions with confidence. This workshop is also offered in a flexible OnDemand version (see page 14).

Advanced IRAs builds on the attendees’ basic IRA knowledge to address the more complex IRA issues that their financial organizations may handle. The instructor uses real-world exercises to help participants apply information to job-related situations. This is an advanced session; previous IRA knowledge is assumed.

Who should attend •

Those who need to learn the basics of traditional and Roth IRAs

Those who want an updated, general refresher on IRA rules

Course topics*

Who should attend •

An IRA administrator, personal banker, or member services personnel who has a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced customer service

A financial professional who recognizes that IRAs play an integral role in retirement planning

A compliance specialist with procedural oversight of IRA policies and practices

Support personnel responsible for promotional materials that describe the services provided by your financial organization

Introduction to IRAs

Establishing an IRA

IRA funding

IRA distributions

IRA portability

Course topics*

Reporting

IRA updates

IRA excess contributions

Required minimum distributions

Beneficiary options

Advanced portability

IRA Frontline Fundamentals > IRA Frontline Fundamentals is a half-day workshop that provides a basic foundation of IRA knowledge. Exercises are included to help participants apply information to job-related situations. You'll leave this session able to confidently process basic IRA transactions. This is a beginner’s session; no previous IRA knowledge is assumed.

*Topics are subject to change.

For information, visit ascensus.com/academy

8


Instructor-Led Training

HSA Workshop >

HSA Frontline Fundamentals >

Attend the HSA Workshop for a comprehensive HSA curriculum and a practical understanding of critical rules and operational issues. This workshop covers all aspects of a successful HSA program.

HSA Frontline Fundamentals is a half-day workshop that gives attendees a basic foundation of HSA knowledge. Exercises help participants apply information to realworld scenarios. Attendees will leave this session able to confidently process basic HSA transactions. This is a beginner's session; no previous HSA knowledge is assumed.

Who should attend •

Those who need to become more comfortable with HSA rules

Those who are responsible for ensuring a compliant HSA department

Those who are responsible for internal systems, HSA transaction codes, and proper HSA administration

Course topics may include* •

Introduction to HSAs

Establishing an HSA

HSA funding

HSA distributions

HSA portability

HSA compliance

*Topics are subject to change.

For information, visit ascensus.com/academy

9


Instructor-Led Training

IRAdirect® Workshop for General Users

IRAdirect® Workshop for Advanced Users

The IRAdirect® Workshop for General Users is a half-day course that gives attendees a solid foundation of knowledge about IRAdirect functionality and operations. Attendees will leave able to confidently work within the IRAdirect software and process basic IRA transactions.

The IRAdirect® Workshop for Advanced Users is a half-day course that gives attendees a solid foundation of the role of an Advanced User in IRAdirect. Attendees will leave this session able to confidently work within the IRAdirect software and process General User IRA transactions.

Who should attend

Who should attend

IRAdirect general users

IRAdirect advanced users

Course topics*

IRAdirect advanced users

Course topics* •

Homepage overview

Homepage overview

Calendar

User guide and manuals

Investment maintenance

IRAdirect training videos

Financial organization information

The Link newsletter

Approving forms from general users

Account owner tree

Form wizards

Completing common form wizards

Required minimum distribution (RMD) process, RMD election in the account owner tree, and verifying RMD payments

Financial disclosure calculator

Blank forms

Death claim process, death claim in the account owner tree, and verifying outstanding death claims

Reports

*Topics are subject to change.

For information, visit ascensus.com/academy

10


Distance Learning

HSA University > This flexible five-week learning course combines weekly webinars and self-paced eLearning modules to give you the education and confidence you need to pass the Certified Health Savings Professional (CHSP) exam. Throughout HSA University, you will attend one weekly 75-minute webinar and complete self-paced, on-demand eLearning modules. This blended approach allows you to build your HSA skills and become a CHSP without leaving the office. HSA University and the CHSP designation are both endorsed by the National Association of Federally-Insured Credit Unions. Registration is open to all organizations regardless of financial affiliations.

Who should attend Whether you are looking to earn the CHSP designation and become a recognized industry leader, or to acquire in-depth, up-to-date knowledge about HSAs, consider attending HSA University.

Course topics and schedule* •

Week 1–Kickoff and HSA overview

Week 2–Introduction and establishment

Week 3–Funding HSAs

Week 4–HSA distribution issues

Week 5–Portability and compliance

*Topics are subject to change.

For information, visit ascensus.com/academy

11


Distance Learning

IRA University > Ascensus offers a unique distance learning opportunity that combines self-paced eLearning modules with realtime webinars and access to an IRA social network. IRA University will provide you with the tools to build a solid IRA knowledge base and become a Certified IRA Specialist I (CIS I). This six-week course includes a 90-minute weekly webinar session with an instructor followed by a self-paced, on-demand eLearning module. This blended learning approach gives you the flexibility to build IRA skills without the travel expense.

Who should attend •

Those wanting to become a CIS I

Those new to IRAs or needing a refresher on IRAs

Frontline financial organization employees who provide back-up support to the IRA specialist

Webinar and eLearning topics •

Getting started (webinar only)

IRAs–benefits and contributions

Establishing an IRA

IRA distribution basics

IRA distributions overview and Roth distributions

Traditional IRA distributions

Portability

FastTrack option Fast-track the CIS I and II certification process, and earn both designations in fewer than 12 months when you complete IRA University and attend Ascend. 1. Register for IRA University. 2. Register for Ascend and the CIS II exam. Using a special coupon code, save $374 on your Ascend registration (coupon code provided in your IRA University registration confirmation email). 3. Participate in the IRA University six-week blended course, and pass the exam to receive your CIS I certification. 4. Attend Ascend and pass the exam to earn your CIS II certification.

Audience •

Staff wanting to become a CIS II

Staff new to IRAs and looking to become an expert quickly

Staff at financial organizations just beginning to offer IRAs

Front-line financial organization employees who provide back-up support to the IRA specialist

For information, visit ascensus.com/academy

12


Distance Learning

IRA Institute Online > IRA Institute Online is a comprehensive 12-week, web-based IRA training program that teaches in-depth, essential IRA information. It is the only approved online training program that prepares attendees for taking the Certified IRA Professional (CIP) or Certified IRA Services Professional (CISP) examinations. IRA Institute is also available as a fiveday, on-site training program (see page 6).

Who should attend • Individuals who have earned the CIS II certification • IRA services professionals with two or more years of industry experience • Experienced IRA professionals interested in pursuing the CIP or CISP designation • Those looking to become recognized industry leaders

Course topics* •

Establishment and amendments

Prohibited transactions

Contributions

Transfers and rollovers

Conversions and recharacterizations

Excess contributions

IRA distributions and withholding

Required minimum distributions

Beneficiary distributions

Reporting

Handling legal issues

SEP and SIMPLE IRA plans

*This is a sampling of topics. Additional topics may be covered.

For information, visit ascensus.com/academy

13


Distance Learning

IRA Essentials OnDemand > IRA Essentials OnDemand is perfect for those who need an introduction to IRAs but cannot attend a face-to-face IRA training session. IRA reference materials, job aids, quizzes, and videos blend together to create an immersive educational experience. IRA Essentials OnDemand is a flexible, online version of our popular IRA Essentials on-site workshop. IRA Essentials is also available as an on-site workshop (see page 8).

Designed for those who need to •

Learn the basic rules that govern traditional and Roth IRAs

Complete an updated, general refresher on IRA rules

Earn CE credits

Course topics •

Introduction to IRAs

Establishing an IRA

IRA funding

IRA distributions

IRA portability

Reporting

For information, visit ascensus.com/academy

14


Distance Learning

Webinars > Ascensus webinars are a great way to train multiple staff members at one time, in one location, for one low price. You choose the webinar topic and the date, ensuring that your staff is properly trained on the topics you deem most appropriate. All webinars are available live or by digital delivery and last approximately 75 minutes, including time for questions and answers. Workbooks are included.

Who should attend •

Retirement and savings plan administrators seeking ongoing retirement and savings plan education

Industry professionals looking to become more comfortable with retirement, health, and education savings plan rules

Those responsible for IRA, HSA, and ESA compliance

Those looking for an update on the latest retirement and savings plan industry changes

Individuals needing continuing education credits for various designations

eLearning > Ascensus’ self-paced eLearning courses are a cost-effective, flexible training solution bringing convenience and expertise to retirement and savings plan industry professionals nationwide. Courses range from basic to advanced and are approved for continuing education credits. Attendees can take any course at any time and review the material whenever necessary. At the end of each course, attendees have the option to take a test and immediately view the results, to help identify topics they may need to review in greater detail. Individual courses are available through Ascensus University using our learning management system (LMS), or can be used within your own LMS. Our library is SCORMand AICC-compliant. To aid in the learning process, each course includes embedded links with pop-up details and Q&As with helpful hints. While each course is designed to take 60 to 90 minutes, attendees can work at their own pace and save the course to come back to later.

Course topics* •

529 plans

Handling IRA legal issues

IRA required reporting

Comparing Roth and traditional IRAs

HSA basics

QPlan basics

Individual(k)™

Roth 401(k)

Conversions

IRA authoritative hierarchy

SEP plans

Coverdell education savings accounts

IRA beneficiary options

SIMPLE IRAs

Employer-sponsored plan portability

IRA compliance

IRA-to-IRA transfers and rollovers

IRA contributions

Establishing an IRA

IRA distributions

Substantially equal periodic payments

IRA excess contributions and recharacterizations

Traditional IRA RMDs

*This is a sampling of eLearning courses. Additional courses are available.

For information, visit ascensus.com/academy

15


Training Materials

Training Organizers™ > Looking for a way to efficiently train staff on IRA and HSA fundamentals? Ascensus’ IRA and HSA Training Organizers™ may be the answer. Designed to accommodate all learning styles, each Training Organizer is a comprehensive toolkit that a financial organization can use to effectively customize its internal training program to meet the needs of its team.

Components •

Trainer Guide–General instruction, helpful training tips, references to specific presentation slides, and optional handouts, activities, and tests with all the answers

Trainer CD–Slide presentation, training agenda, IRS documents, helpful forms, optional handouts, student exercises, and exams

Presentation Notes–Built-in easel, and talking points for specific slide topics

Student Guide–General instruction and plenty of room for notes

For information, visit ascensus.com/academy

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Certification Programs

Certification Programs Attaining the Certified IRA Specialist (CIS), Certified IRA Professional (CIP), Certified IRA Services Professional (CISP), and Certified Health Savings Professional (CHSP) designations will help fulfill your career and give your IRA and HSA clients the peace of mind that comes from working with a professional IRA or HSA representative. Achieve a certification through these defined skill levels:

Certified IRA Specialist I (CIS I)

Certified IRA Services Professional (CISP)

This level of certification demonstrates proficiency in completing basic IRA transactions. Topics include opening IRAs, contributions, distributions, federal tax withholding, and basic IRA tax reporting.

This certification was launched in conjunction with the American Bankers Association® (ABA) to establish a high standard of knowledge and competency for IRAs. It provides formal recognition to those individuals meeting specific standards of experience, ethics, knowledge, and performance in the IRA industry.

Certified IRA Specialist II (CIS II) This level of certification demonstrates expertise in a variety of advanced IRA transactions—excess contributions, recharacterizations, rollovers and transfers, required minimum distributions, conversions, death-claim processes, and withholding.

Certified IRA Professional (CIP) The CIP certification recognizes a standard of knowledge for operations and transaction processing. It also enables clients to easily identify skilled, knowledgeable IRA professionals. Topics include IRA documentation and maintenance requirements, IRA eligibility and contribution rules, retirement plan portability, IRA distribution requirements, IRA fees and investments, SEP and SIMPLE IRA plans, and retirement planning. The CIP certification is endorsed by the National Association of Federally-Insured Credit Unions (NAFCU) but open to all eligible applicants regardless of financial affiliation.

For information, visit ascensus.com/academy

The CISP certification allows clients, beneficiaries, IRA rollover candidates, and employers to identify skilled, knowledgeable professionals.

Certified Health Savings Professional (CHSP) The CHSP designation sets an industry standard in HSA expertise on a variety of HSA transactions. This certification demonstrates a practical understanding of the critical rules and operational issues of HSAs. Areas of focus include establishment, contributions, distributions, reporting, and portability. Those who pass the CHSP exam and attain the CHSP designation will be recognized industry experts on HSAs. The CHSP certification is endorsed by NAFCU but open to all eligible applicants regardless of financial affiliation.

17


Certification Programs

Certification Programs Obtaining certification CIS I and CIS II certifications

CHSP certification

To obtain the CIS I certification, you must attend IRA University. To pursue the CIS II certification, you must attend Ascend. After completing IRA University, you can schedule the CIS I online exam, which allows you to access your course materials and notes. Following Ascend, you can schedule the online CIS II exam, which allows you to access your course materials and notes throughout the exam. To become certified, you must earn 80 percent or above on the exam within 30 days of attending Ascend or completing IRA University.

To qualify for the CHSP certification, candidates must meet one of the following experience and education requirements:

CIP certification

If the candidate does not have the minimum experience requirement, a letter of qualification/recommendation must be submitted by the candidate's employer.

To pursue the CIP certification, you must first have a minimum of two years experience with an IRA program or have achieved the CIS II certification. You must then pass the CIP exam. To prepare for the exam, many individuals choose to attend IRA Institute (instructor-led or online).

A minimum of one year of HSA operational or technical experience

Graduation from the Ascensus HSA University, Ascend, or equivalent on-site approved training event

Achievement of a passing score of 80% on the CHSP exam

CISP certification To pursue the CISP certification, you must have a minimum of two years of dedicated IRA operational and technical experience, and have an ABA-approved educational program, such as the Ascensus IRA Institute or IRA Institute Online. In lieu of the approved educational program, four years of dedicated IRA operational and technical experience will be accepted. You must then schedule and pass the CISP written exam. To find more information about the CISP application process and when the exam is offered, go to the American Bankers Association website at www.aba.com/CISP.

For information, visit ascensus.com/academy

18


Continuing Education (CE) Chart

eLearning Courses The eLearning courses are preapproved for the designations listed.

Designation

CHSP

CIP/NCCO

CIS

CISP

CRSP

CTFA

529 Plans

n/a

1.5

1.5

1.25

1.25

1.25

Comparing Roth & Traditional IRAs

n/a

1.5

1.5

1.75

1.75

1.75

Conversions

n/a

1.5

1.5

1.75

1.75

1.75

Coverdell Education Saving Accounts

n/a

1.5

1.5

1.75

1.75

1.75

Employer Sponsored Plan Portability

n/a

1.5

1.5

1.75

1.75

1.75

Establishing an IRA

n/a

1.5

1.5

1.75

1.75

1.75

Handling IRA Legal Issues

n/a

1.5

1.5

1.75

1.75

1.75

HSA Basics

1.5

1.5

1.5

1.75

1.75

1.75

Individual(k)

n/a

1.5

1.5

1.75

1.75

1.75

IRA Authoritative Hierarchy

n/a

1.5

1.5

1.75

1.75

1.75

IRA Beneficiary Options

n/a

1.5

1.5

2.5

2.5

2.5

IRA Compliance

n/a

1.5

1.5

1.75

1.75

1.75

IRA Contributions

n/a

1.5

1.5

1.75

1.75

1.75

IRA Distributions

n/a

1.5

1.5

1.75

1.75

1.75

IRA Excess Contributions and Recharacterizations

n/a

1.5

1.5

1.75

1.75

1.75

IRA Required Reporting

n/a

1.5

1.5

1.75

1.75

1.75

IRA to IRA Transfers and Rollovers

n/a

1.5

1.5

1.75

1.75

1.75

QPlan Basics

n/a

1.5

1.5

1.75

1.75

1.75

Roth 401(k)

n/a

1.5

1.5

1.75

1.75

1.75

SEP Plans

n/a

1.5

1.5

1.75

1.75

1.75

SIMPLE IRAs

n/a

1.5

1.5

1.75

1.75

1.75

Substantially Equal Periodic Payments

n/a

1.5

1.5

1.75

1.75

1.75

Traditional IRA RMD

n/a

1.5

1.5

2.25

2.25

2.25

For information, visit ascensus.com/academy

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Training Registration Fees

Training Registration Fees Ascend

Webinars

$1,399 per attendee

Mix and match your webinar and digital delivery purchases to save. $199 each for up to four webinars or digital delivery $175 each for five or more webinars or digital delivery

HSA University $899 Registration includes the cost of the CHSP exam.

IRA Essentials OnDemand $249 per attendee (30 days unlimited access) Contact us at education@ascensus.com 800-346-3860 for unlimited access pricing, covering your entire organization.

IRA FastTrack $2,495 Registration includes an IRA University session, Ascend, and the CIS I and CIS II exam.

eLearning Select individual courses or purchase the entire library. Contact us to discuss pricing for your organization. 30-day unlimited access to our entire library is available for $399 per user.

Instructor-Led Workshops Stock curriculum starts at $2500 per day plus expenses and materials.

IRA Institute $1,799 on-site, $1,695 online

IRA University $1,199 Registration includes the CIS I exam, an added value of $299.

Ascensus® and the Ascensus logo are registered trademarks of Ascensus, LLC. IRAdirect® is a registered trademark of Ascensus, LLC. IRA Training Organizer™ , HSA Training Organizer™, and Individual(k)™ are trademarks of Ascensus, LLC.

For information, visit ascensus.com/academy Copyright ©2021 Ascensus, LLC. All Rights Reserved. 447451-RPS-451402 (04/21)

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Ascensus Education Catalog  

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Profile for ascensus

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