A model for success in a changing market
The Fully-Administered Program for IRAs and HSAs provides a full-service program with complete administrative, operational, and compliance support.
This program uses a secure online processing system—called IRAdirect®—that creates a faster, simpler administration program by eliminating paper forms. IRAdirect offers compliance logic that catches errors and verifies the accuracy of your tax reporting forms.
Ascensus provides unparalleled support for your IRA and HSA products through our call center, administrative calendars and checklists, and training videos.
We also make dealing with inherited accounts a lot easier. We process over 17,000 beneficiary reviews annually. Completed forms can be reviewed by your back office professionals—giving you full control of quality transactions.
- Compliant forms generation
- Integrated document imaging
- Tax reporting
- Beneficiary reviews processing
- Distribution notification
- Call center support
- Marketing support
- Staff training
IRAdirect® is a registered trademark of Ascensus, LLC.