Ascensus is your go-to resource for everything IRA, HSA, and qualified plan.

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.

Already a Subscriber?
Do you need assistance with our online resources?

Call us at 800-346-3860, option 2, sub option 2, sub option 1 or email commsoft@ascensus.com. Please provide your Ascensus organization number in all requests.

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.

eBrochures
Available exclusively to our Fully-Administered and Self-Administered Program clients, eBrochures are the electronic versions of our lobby brochures. They can be placed on your consumer website for account owners to view or print. It’s an easy way to put your marketing dollars to work while helping your clients make informed decisions about retirement, health savings accounts, 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.

If you are already a Fully-Administered or Self-Administered Program client, click here to purchase eBrochures.