Solutions for your clients
Ascensus is your go-to resource for everything IRA, HSA, Coverdell ESA, and employer-sponsored retirement plans.
To help your clients, we offer web content and marketing materials. They can be customized with your brand’s look and feel to help you grow your business and show your expertise in a very visible way.
Retirement Central
Give consumers more information about saving for retirement, healthcare, and education expenses with Retirement Central. This web-based platform is designed to make retirement planning more convenient and efficient by providing consumer education, planning tools, online account management*, and news articles all in one place.
Working with your website, Retirement Central is supported and maintained by us, but managed and controlled by you. You manage the content and links, and we’ll take care of web hosting and technical support.
Features
- Customization to your organization’s brand and content FAQs
- 11 life stage tutorials (planning organized by life events)
- 21 investment tutorials
- Comprehensive planning tools
- Online account opening and management solution
Benefits
- Offers seamless integration into existing websites
- Provides consumer-friendly information and planning tools
- Increases asset acquisition and retention rates
- Maximizes ROI on technology investment
- Makes establishing and maintaining IRAs and HSAs easy*
* The online account management feature is exclusive to our Fully-Administered and Self-Administered Program clients through our Take Action Forms Center.
For more information and pricing, call 800-346-3860 to speak with your Ascensus representative or email salessupport@ascensus.com.
Already a Subscriber?
Do you need assistance with your Retirement Central?
Email commsoft@ascensus.com. Please include your Ascensus organization number in all communications.
eBrochures
eBrochures are the electronic versions of our standard lobby brochures series. They can be placed on your consumer website for your clients to view or print at their convenience. It’s an easy way to put your marketing dollars to work while helping your clients make informed decisions about retirement, healthcare, and education savings accounts.
Available eBrochures
- Traditional and Roth IRAs: An IRA can help you save more for retirement.
- Traditional IRAs: Save for your retirement with a Traditional IRA.
- Roth IRAs: Prepare for your future with a Roth IRA.
- Transfers, Rollovers, and Conversions: Move your retirement savings without losing tax benefits.
- IRA and Retirement Plan Distributions: Is it time to cash in on your retirement savings?
- Inherited IRAs: Understand your beneficiary distribution options.
- Coverdell ESAs: Help the child in your life achieve a bright future.
- Retirement Plans: Find the right retirement plan for your business.
- SEP, SIMPLE IRA, and Individual(k) Plans: There’s a plan for your business.
- Heath Savings Accounts: An HSA is more than just a savings account for medical expenses.
- Health Savings Account for Employers: An HSA completes your health benefits package.
Coming soon!
Our 2026 eBrochure season opens December 1, 2025. The link to place your order will be available here—check back soon!
If you’re interested in customizing our lobby brochures with a copyright license, we’re here to help. Call us at 800-346-3860 to speak with your Ascensus representative for details and pricing.
Call center support
800-346-3860 option 2, suboption 1