The Fully-Administered Program provides complete administrative, operational, and compliance support. Proven to significantly reduce errors, our software, IRAdirect, helps ensure compliance and improves staff efficiency.
Why you should turn to Ascensus for support
Partnering with us takes the stress off of your IRA and HSA administration. It’s like having a team of seasoned professionals and powerful technology helping you navigate the complex IRA and HSA rules. We help your financial organization feel confident that it provides the best service to your customers.
We provide complete administration, operation, and compliance support using our own software: IRAdirect®. We take it a step further with an add-on tool that provides your frontline staff and account owners easy access to education, interactive tools, and forms to open new and manage existing IRAs and HSAs at your financial organization.
- Improved customer experience
- Reduced compliance and liability exposure
- Paperless workflow
IRAdirect® is a registered trademark of Ascensus, LLC.