Ascensus IRA Products

Fully-Administered IRA Program

Complete administrative, operational, and compliance support so your employees can spend less time on time-consuming back-office IRA administration

 

Self-Administered IRA Program

Back-office support with a compliance hotline, electronic calculators and calendars, marketing support, staff training, and more

 

Health Savings Account (HSA) Program

Includes a call center supported by HSA experts, compliant operational forms, manuals, tax reporting, training, and member marketing

 

Retirement Central^®

Online access to retirement education, planning tools and calculators, investments, and your customers can open and manage IRA, ESA and HSA accounts online.

 

IRAdirect express™

Perform routine IRA transactions and apply them to your core processing system and IRAdirect in one easy step

 

eTax Forms

eTax Forms are PDF copies of your account holders’ tax forms securely delivered through IRAdirect.