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Education is the cornerstone on which Ascensus was founded. For 30 years we have trained qualified retirement plan and IRA professionals with the most comprehensive educational programs in the retirement services industry. Ascensus now trains about 12,000 industry professionals each year through instructor-led training, web-enhanced telephone seminars, Internet/PC-based training, and on-site programs.

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Course Description Method Date Category Location

**Advanced IRAs
Seminar 3/19/10 IRA Advanced
Olmstead, OH
403(b) Plans
Telephone/Web Seminar 3/18/10 ERP Basic
403(b) Plans
Telephone/Web Seminar 8/24/10 ERP Basic
72(t) Payments
Telephone/Web Seminar 9/23/10 IRA Advanced
72(t) Payments
Telephone/Web Seminar 12/14/10 IRA Advanced
Advanced HSA
Telephone/Web Seminar 4/27/10 HSA Advanced
Advanced HSA
Telephone/Web Seminar 7/22/10 HSA Advanced
Advanced HSA
Telephone/Web Seminar 10/28/10 HSA Advanced
Registration
Closed
*Advanced IRAs
Seminar 3/11/10 IRA Advanced
Cedar Rapids, IA
Advanced IRAs
Seminar 3/12/10 IRA Advanced
Burbank, CA
*Advanced IRAs
Seminar 3/12/10 IRA Advanced
Denver, CO
Advanced IRAs
Seminar 3/12/10 IRA Advanced
New Orleans, LA
Advanced IRAs
Seminar 3/17/10 IRA Advanced
Louisville, KY
Advanced IRAs
Seminar 3/17/10 IRA Advanced
Pittsburgh, PA
*Advanced IRAs
Seminar 3/17/10 IRA Advanced
Springfield, IL
*Advanced IRAs
Seminar 3/18/10 IRA Advanced
Tarrytown, NY
Advanced IRAs
Seminar 3/19/10 IRA Advanced
Memphis, TN
*Advanced IRAs
Seminar 3/19/10 IRA Advanced
Oakbrook, IL
*Advanced IRAs
Seminar 3/23/10 IRA Advanced
Buffalo, NY
Advanced IRAs
Seminar 3/24/10 IRA Advanced
Milwaukee, WI
*Advanced IRAs
Seminar 3/25/10 IRA Advanced
Syracuse, NY
Advanced IRAs
Seminar 3/26/10 IRA Advanced
Madison, WI
Advanced IRAs
Seminar 3/26/10 IRA Advanced
Orlando, FL
*Advanced IRAs
Seminar 4/7/10 IRA Advanced
Bismarck, ND
*Advanced IRAs
Seminar 4/9/10 IRA Advanced
Fargo, ND
Registration
Closed
Ascensus' IRA Online Institute
Online 3/1/10 IRA Advanced
Ascensus' IRA Online Institute
Online 9/6/10 IRA Advanced
Compare Roth/Traditional IRAs
Telephone/Web Seminar 3/23/10 IRA Advanced
Compare Roth/Traditional IRAs
Telephone/Web Seminar 8/5/10 IRA Advanced
Conduct Your Own Compliance Audit
Telephone/Web Seminar 6/22/10 IRA Update
Registration
Closed
Conversions & Recharacterizations
Telephone/Web Seminar 3/11/10 IRA Advanced
Conversions & Recharacterizations
Telephone/Web Seminar 9/16/10 IRA Advanced
Coverdell ESA
Telephone/Web Seminar 4/6/10 ESP Advanced
Coverdell ESA
Telephone/Web Seminar 8/5/10 ESP Advanced
Direct Rollover/Portablility
Telephone/Web Seminar 9/9/10 ERP Advanced
Direct Rollover/Portablility
Telephone/Web Seminar 12/9/10 ERP Advanced
Establishing & Amending IRAs
Telephone/Web Seminar 3/30/10 IRA Advanced
Establishing & Amending IRAs
Telephone/Web Seminar 11/16/10 IRA Advanced
Fall Forum
Fall Forum Conference 9/13/10 IRA Advanced
Chicago, IL
Fall Forum
Fall Forum Conference 10/25/10 IRA Advanced
Baltimore, MD
Fall Forum
Fall Forum Conference 11/8/10 IRA Advanced
Las Vegas, NV
Handling IRA Legal Issues
Telephone/Web Seminar 5/13/10 IRA Advanced
Handling IRA Legal Issues
Telephone/Web Seminar 9/14/10 IRA Advanced
HSA Basics
Telephone/Web Seminar 7/15/10 HSA Basic
HSA Basics
Telephone/Web Seminar 10/19/10 HSA Basic
Individual(k) Plans
Telephone/Web Seminar 10/7/10 ERP Advanced
Intro to 401(k) Plans
Telephone/Web Seminar 5/20/10 ERP Advanced
Intro to 401(k) Plans
Telephone/Web Seminar 10/28/10 ERP Advanced
Intro to QRP Dtbns
Telephone/Web Seminar 7/29/10 ERP Advanced
Intro to Qualified Retmt Plans
Telephone/Web Seminar 5/18/10 ERP Advanced
Intro to Qualified Retmt Plans
Telephone/Web Seminar 9/2/10 ERP Advanced
IRA Basics
Telephone/Web Seminar 4/8/10 IRA Basic
IRA Basics
Telephone/Web Seminar 7/20/10 IRA Basic
IRA Basics
Telephone/Web Seminar 10/5/10 IRA Basic
IRA Beneficiary Dtbns
Telephone/Web Seminar 6/10/10 IRA Update
IRA Beneficiary Dtbns
Telephone/Web Seminar 8/12/10 IRA Update
IRA Beneficiary Dtbns
Telephone/Web Seminar 11/4/10 IRA Update
IRA Contributions
Telephone/Web Seminar 9/28/10 IRA Advanced
Registration
Closed
IRA Essentials
Seminar 3/11/10 IRA Basic
Burbank, CA
Registration
Closed
*IRA Essentials
Seminar 3/11/10 IRA Basic
Denver, CO
Registration
Closed
IRA Essentials
Seminar 3/11/10 IRA Basic
New Orleans, LA
IRA Essentials
Seminar 3/16/10 IRA Basic
Louisville, KY
IRA Essentials
Seminar 3/16/10 IRA Basic
Pittsburgh, PA
*IRA Essentials
Seminar 3/16/10 IRA Basic
Springfield, IL
*IRA Essentials
Seminar 3/17/10 IRA Basic
Tarrytown, NY
IRA Essentials
Seminar 3/18/10 IRA Basic
Memphis, TN
*IRA Essentials
Seminar 3/18/10 IRA Basic
Oakbrook, IL
*IRA Essentials
Seminar 3/18/10 IRA Basic
Olmstead, OH
*IRA Essentials
Seminar 3/22/10 IRA Basic
Buffalo, NY
IRA Essentials
Seminar 3/23/10 IRA Basic
Milwaukee, WI
*IRA Essentials
Seminar 3/24/10 IRA Basic
Syracuse, NY
IRA Essentials
Seminar 3/25/10 IRA Basic
Madison, WI
IRA Essentials
Seminar 3/25/10 IRA Basic
Orlando, FL
*IRA Essentials
Seminar 4/6/10 IRA Basic
Bismarck, ND
*IRA Essentials
Seminar 4/8/10 IRA Basic
Fargo, ND
IRA Excess Contributions
Telephone/Web Seminar 4/20/10 IRA Advanced
IRA Excess Contributions
Telephone/Web Seminar 9/30/10 IRA Advanced
IRA Fundamentals for Frontline- Part 1
Telephone/Web Seminar 10/21/10 IRA Basic
IRA Fundamentals for Frontline- Part II
Telephone/Web Seminar 10/26/10 IRA Advanced
IRA Institute
5 Day Institute 5/17/10 IRA Advanced
Minneapolis, MN
IRA Institute
5 Day Institute 9/20/10 IRA Advanced
Denver, CO
IRA Reporting
Telephone/Web Seminar 4/22/10 IRA Advanced
IRA Reporting
Telephone/Web Seminar 11/2/10 IRA Advanced
IRA Reporting
Telephone/Web Seminar 11/23/10 IRA Advanced
IRA Reporting
Telephone/Web Seminar 12/2/10 IRA Advanced
IRA RMDs
Telephone/Web Seminar 8/10/10 IRA Advanced
IRA RMDs
Telephone/Web Seminar 12/7/10 IRA Advanced
QRP Bene R/O to Inherited IRAs (ppt)
Telephone/Web Seminar 6/17/10 ERP Update
Retmnt Dtbn & Income Plan (power pt)
Telephone/Web Seminar 7/27/10 ERP Update
Roth 401(k)/403(b) Provision
Telephone/Web Seminar 6/15/10 ERP Update
Roth 401(k)/403(b) Provision
Telephone/Web Seminar 12/2/10 ERP Update
Roth IRA Distributions
Telephone/Web Seminar 5/11/10 IRA Advanced
Roth IRA Distributions
Telephone/Web Seminar 11/18/10 IRA Advanced
SEP Plans
Telephone/Web Seminar 8/3/10 ERP Advanced
SIMPLE IRA Plans
Telephone/Web Seminar 3/16/10 ERP Advanced
SIMPLE IRA Plans
Telephone/Web Seminar 9/21/10 ERP Advanced
Traditional IRA Dtbns
Telephone/Web Seminar 5/4/10 IRA Update
Traditional IRA Dtbns
Telephone/Web Seminar 8/17/10 IRA Update
Two-Day IRA Workshop
Seminar 6/8/10 IRA Advanced
Arlington, VA
*Two-Day IRA Workshop
Seminar 6/9/10 IRA Advanced
Denver, CO
Two-Day IRA Workshop
Seminar 6/10/10 IRA Advanced
Cincinnati, OH
Two-Day IRA Workshop
Seminar 6/15/10 IRA Advanced
Minneapolis, MN
Two-Day IRA Workshop
Seminar 6/15/10 IRA Advanced
Portland, OR
Two-Day IRA Workshop
Seminar 6/22/10 IRA Advanced
San Antonio, TX
Understanding & Processing Tsfr&Rollover
Telephone/Web Seminar 3/25/10 IRA Advanced
Understanding & Processing Tsfr&Rollover
Telephone/Web Seminar 7/13/10 IRA Advanced
Withholding
Telephone/Web Seminar 10/14/10 IRA Advanced
* This is a co-sponsored seminar.