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Retirement Central Demos

Ascensus has three versions of Retirement Central available for financial organizations. To see what Retirement Central can do for your financial organization’s website, click on the following demonstration links.

Retirement Central-Education and Planning
Retirement Central provides your account owners and employees with education, planning tools, and contact information for your financial organization when additional assistance is needed.

Retirement Central-Take Action Forms
In addition, financial organizations with IRAdirect® can add Take Action Forms Center to give account owners and employees the option to complete and print online forms.

Retirement Central-Take Action Forms with Electronic Signature
Retirement Central-Take Action Forms Center with eSign includes

  • investment selection and funding,
  • electronic signature,
  • member verification, and
  • online form submission and approval at your financial organization.

Once if your financial organization is on the Ascensus Fully-Administered IRA Program, transactions apply to IRAdirect without having to key the information again.