Simplify IRA & HSA Program Administration

Efficiency, compliance, and the bottom line: Hitting three out of three is challenging. But that’s exactly what we help you do.

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.

Program Benefits

  • Improved customer experience
  • Reduced compliance and liability exposure
  • Paperless workflow

IRAdirect® is a registered trademark of Ascensus, LLC.

Fully-Administered Program

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.

Self-Administered Program

The Self-Administered Program uses the same software technology as the Fully-Administered Program, IRAdirect. It eliminates the need for paper forms, automatically selects the right forms for transactions, and uses compliance logic technology to catch common errors.

IRAdirect express™

IRAdirect express™ gives you the ability to enter transactions to your core processing system and IRAdirect in one easy step using one of our dynamic integration partners.

IRAdirect® Interact

For Ascensus IRA administration clients, IRAdirect® Interact is a mock setup of IRAdirect that allows users to learn the software and improve their processing skills in an environment separate from their organization’s IRAdirect system.

Want to see how IRAdirect works?

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