Ascensus' Training Organizers are designed to help you efficiently train your staff on IRA or HSA fundamentals, even if you are not an expert. Designed to accommodate all learning styles, these comprehensive toolkits allow you to effectively customize your internal training program to meet the needs of your team.  The Training Organizers help ensure that your IRA and HSA programs remain in compliance with current laws and IRS requirements, and save you time and money.  The self-contained IRA and HSA Training Organizer includes a Trainer Guide with general instruction, helpful training tips, references to specific PowerPoint slides, and optional handouts, activities, and tests with all the answers; a Trainer CD with PowerPoint presentation, training agenda, IRS documents, helpful forms, and optional handouts, student exercises, and exam; Presentation Notes with built-in easel and talking points for specific PowerPoint topics; and a Student Guide with general instruction and plenty of room for notes.

Internal IRA and HSA trainers

 

None

 

Self-paced

 

 

Not applicable