Ascensus’ lobby brochures are constantly monitored to accommodate changes brought about by new tax laws and, equally important, to respond to your requests and needs. This checklist provides you with the date of the most current version of the designated brochure. Versions which are technically inaccurate because of subsequent law changes or IRS pronouncements are listed in the column entitled “Obsolete Version.” If no date appears in the obsolete column, all existing versions may be used-and so, the current version of pre-printed brochures are generally available upon the depletion of existing inventory supplies. This checklist will be updated periodically.
If you need assistance or would like to update your forms inventory, contact a Customer Service Representative at 800-346-3860, option 2, suboption 1.
If you would like to order online, visit our store, and select Consumer Marketing Brochures from the dropdown.
Lobby Brochures
| No. | Name | Current Version | Obsolete Version |
| IRAs: Account Overview and Establishment | |||
|---|---|---|---|
| 26237 | Roth IRAs: Prepare for your future with a Roth IRA. | 10/2023 | Any prior to 2/2023 obsolete E |
| 26239 | Traditional IRAs: Save for your retirement with a Traditional IRA. | 10/2023 | Any prior to 2/2023 obsolete E |
| 26240 | Traditional and Roth IRAs: An IRA can help you save more for retirement. | 10/2023 | Any prior to 2/2023 obsolete E |
| IRA and Retirement Savings: Account Maintenance | |||
| 612 | Inherited IRAs: Understand your beneficiary distribution options. | 2/2023 | Any prior obsolete E |
| 656 | Transfers, Rollovers, and Conversions: Move your retirement savings without losing tax benefits. | 10/2019 | E |
| 657 | IRA and Retirement Plan Distributions: Is it time to cash in on your retirement savings? | 2/2023 | Any prior obsolete E |
| Coverdell ESAs: Account Overview and Establishment | |||
| 26238 | Coverdell ESAs: Help the child in your life achieve a bright future. | 10/2019 | Recommend 10/2018 or later E |
| HSAs: Account Overview and Establishment | |||
| 651 | Health Savings Accounts: An HSA is more than just a savings account for medical expenses. |
6/2023 | Any prior to 10/2010, 6/2017, 3/2018 E |
| 655 | Health Savings Accounts for Employers: An HSA completes your health benefits package. | 6/2023 | Any prior to 10/2010, 6/2017, 3/2018 E |
| Employer Sponsored Plans: Plan Overview and Establishment | |||
| 610-EB | 403(b) Plans: Saving for retirement doesn't have to be an uphill battle. | 10/2023 | Any prior to 2/2023 obsolete |
| 628 | Retirement Plans: Find the right retirement plan for your business. | 10/2023 | Any prior to 10/2022 obsolete. Recommend 2/2023 or later E |
| 659 | SEP, SIMPLE IRA, and Individual(k)TM Plans: There’s a plan for your business. | 10/2023 | Any prior to 10/2022 obsolete. Recommend 2/2023 or later E |
| Key | |||
| E | eBrochure available through the Ascensus eResource Center. | ||
Printed Forms Checklist
Qualified Retirement Plan Forms Checklist
