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Retirement Central® Video Tutorials

Ascensus offers Retirement Central training through online training tutorials.

Click on the links below to access individual modules. These streaming video tutorials are designed to be viewed in the order listed below.

You will be prompted for a User Name and Password before being able to access the files on this page. This is not the same as your IRAdirect® logon. If you have not been given the access credentials for these files, you can request access by contacting Ascensus' Customer Response Center at 800-356-9140. 

  1. Retirement Central Navigation (4 minutes)
  2. eSign Overview (3 minutes)
  3. Take Action Forms (3.5 minutes)
  4. Take Action Forms with eSign (4.5 minutes)
  5. Using Retirement Central Within the Credit Union (2.5 minutes)
  6. Member Queue (3.5 minutes)
  7. Investment Maintenance (2 minutes)
  8. In Review ( 1 minute)
To assist in your training, we are developing a Retirement Central Participant Guide. This guide will be available soon.

Retirement Central Job Aid for Front-line Staff

This Retirement Central Job Aid is designed specifically for front-line staff using Retirement Central-Take Actions Forms with eSign from within the credit union.