Ascensus provides a range of custom on-site engagements including training, compliance audits, and consulting to provide you with the expertise and objectivity you need. Engagements are conducted by experienced, leading industry consultants who understand the real-life business needs of financial organizations.
- Dynamic, engaging learning approach
- Custom compliance training targets your specific questions
- Compliance audit objectively informs you of potential compliance issues
- Special seminars customized to your organization
- Featured speakers for product rollouts and annual sales conferences – popular topics include baby boomers, fiduciary responsibility, plan design, portability opportunities, and Roth conversions
800-346-3860 opt. 3