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"Which course should I take?"
Online(O)
e-Learning
Web-based or CD based self-paced course that
learners may participate in from the comfort of their own work stations. These interactive courses are a perfect
addition to your existing training library, and a perfect supplement to phone
seminars of stand-up training events. Ascensus’ e-Learning courses are designed to assist businesses-both large
and small-with their imminent training needs and administration and client
service of IRAs and qualified retirement plans.
Online Institute
These programs are offered in an easy-to-use,
online format, delivered through your web browser. Most study materials for this course are
available online; assignments are completed on the Internet. You can attend the IRA Online Institute
without ever having to leave your office.
Telephone/Web Seminar (P)
Telephone/Web seminars are brought to you at
your location. There are no travel costs and no lost time out of the office. For example, train your entire staff
on IRA legislative rules at one time. Upon completion of the seminar, hang up and
go about your day! One charge coverts an unlimited number of participants at your location. To take part in a live Ascensus
web/telephone seminar all you need is one speakerphone, a room large
enough to accommodate the number of participants you wish to train, and if desired, access to a
personal computer to display the PowerPoint® presentation or web conferencing materials.
Seminar (S)
Basic IRA Seminars
This course uses hands-on, interactive materials
that enhance the learning experience for individuals who are new to IRAs and
for those looking for a general IRA refresher.
Advanced IRA Seminars
This all-new seminar delves into the details of
the featured topics – contributions, Roth IRA conversions, recharacterizations,
excess contribution.
5-day Institute (traditional) (I)
The IRA Institute, an intensive five-day program
developed and supported by experienced, professional instructors, is the most
comprehensive program designed to give you in-depth, need-to-know information
on IRAs. It combines extensive IRA reference materials with objective-based training methods and practical applications of
IRA rules to create an effective learning environment.
Fall Forum Conference (C)
The Fall Forum is an opportunity for you to obtain the
retirement plans information you want and need in one dynamic environment. Retirement plan professionals of all
experience levels will benefit from a Fall Forum Conference. Whether you are new to the retirement plans
arena and looking to build a solid foundation, or you are an experienced
veteran seeking the most current news and in-depth retirement plans market and
technical analysis, Fall Forum delivers!
Our Basic Courses are designed for students
- New to IRAs and Retirement Plans needing to understand the elementary rules of establishing, processing and maintaining IRAs and Retirement Plans.
- Needing a general refresher or information on changes affecting IRAs and Retirement Plans.
Our Advanced Courses are designed for students
- Wanting an in-depth discussion of IRAs and Retirement Plans.
- Need to be prepared to handle contribution questions, excess contribution solutions and recharacterizations.
- Addressing distribution questions from account holders and beneficiaries.