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SimplerIRA

Ascensus Processing & Administration 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. This product is available is available as an enhancement to our Fully-Administered and Self-Administered Online programs.

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. This product is available is available as an enhancement to our Fully-Administered and Self-Administered Online programs.

IRAdirect express

Perform routine IRA transactions and apply them to your core processing system and IRAdirect in one easy step. This product is available is available as an enhancement to our Fully-Administered and Self-Administered Online programs.

eTax Forms

eTax Forms are PDF copies of your account holders’ tax forms securely delivered through IRAdirect. This product is available is available as an enhancement to our Fully-Administered and Self-Administered Online programs.

Tax Reporting and Year End Services

Ascensus will generate required IRS forms and provide regular reporting to help you service and manage IRA and HSA account owners.