Retirement Central®

Retirement Central® is an Internet-based solution which integrates top-shelf retirement-oriented content, education and planning tools with highly targeted calls to action. At any given point within Retirement Central® users are only a click away from links to related articles and planning tools, an online request for more information, or an action-oriented next step such as completing an online rollover IRA application. Retirement Central® also offers the financial organization a variety of customization options that will allow them to easily weave in their own unique content and calls to action as well as their own links to other areas within their enterprise-wide Web site. 

IRA Service Center™

IRA Service Center is an Internet-based solution that delivers a unique set of interactive IRA forms to assist customers in opening Traditional, Roth, and Coverdell ESAs while providing comprehensive "Learn About" text to aid in the decision making process. Conducting ongoing IRA transactions can be completed at a financial organization's website 24 hours a day, seven days a week with the IRA Service Center™.

HSA Service Center™

HSA Service Center combines Health Savings Account forms, planning and "what-if" tools, compliance logic, and broker/consumer-focused guidance at a single Internet location. This allows your organization to achieve a seamless interface to serve participant needs and to retain assets.

Plan Adoption System™

The Plan Adoption System is a web-based application that takes plan design and set-up to the highest level of accuracy, professionalism, and efficiency. Hallmark features, such as version history, compliance controls, and dynamic Summary Plan Description & Plan Highlights Sheet generation remain staples within the system. New features, such as the ability to create user profiles and interfaces allows financial organizations to expand system access as their distribution and servicing models evolve. Together, these features take plan establishment to the next level to meet this changing marketplace's needs.

IRA Strategist ™

The IRA Strategist Suite includes three IRA decision making tools. The IRA Eligibility Calculator™ determines the IRA options available while the IRA Selector™ and the IRA Conversion Analyzer™ determine which of the options is most beneficial. 
 

Distribution Strategist ™

The Distribution Strategist Suite incorporates four different tools to help individuals and advisors determine the best way to manage the distributions from retirement accounts. The tools in the Distribution Strategist™ Suite include the Rollover Planner™, RMD Planner™, Beneficiary Planner™ and the Early Payout Planner™, all of which are core tools for asset retention. 
 

Roth(k) Comparison Projector ™

Roth(k) Comparison Projector is a web-based tool that allows investors, plan participants, plan sponsors, employees and employers to learn about the differences between Traditional and Roth contributions and distributions. It will allow them to compare the tax consequences of Roth vs. Traditional contributions, given participants’ current and anticipated tax situations. 
  

Business Retirement Strategist ™

The Business Retirement Strategist consists of tools which help advisors and business owners plan and select retirement plans for their companies, based on balanced understanding of both plan features and projected plan costs. The tools in the BRS include the BRP Comparison Projector™ and a stand alone version of the Individual(k) Calculator. 
 
 

Individual(k)

Individual(k) site consists of all the pieces needed to launch an Individual(k) website for selling and supporting this innovative product. This site contains a calculator that can be used to compare the Individual(k) to other retirement plan options. Also included are informative and easy to understand FAQ's, product explanations, and technical background information. 
 

Retirement Savings Planner ™

The Retirement Savings Planner is a wealth-forecasting tool used to assist the user in planning his/her retirement needs. 

Major Purchase Planner ™

The Major Purchase Planner allows a user to plan for an event in the future. The user views the results in gap analysis format and any shortfall is listed in total dollars as well as additional monthly taxable savings required. 
 

College Planner ™

The College Planner allows an individual to plan on sending a child to college incorporating such variables as; cost, year, financial aid and anticipated savings. 

eLearning

eLearning courses provide a self-directed, efficient and cost-effective way to learn about IRAs and other savings vehicles. Ascensus eLearning courses offer web or CD-based, self-paced courses that learners may participate in from the comfort of their own workstations. Our web version uses the Pathlore® Learning Management System (LMS) which is AICC and SCORM® compliant. The majority of our courses have been approved for continuing education credits which can be applied to obtain or retain numerous certifications. You can sample the IRA Authoritative Hierarchy course now. To view the demonstration you will need to download the Macromedia® Authorware® Web Player which is available, free, from Adobe®. 
 
 
 

eResource Center

The eResource Center serves as an internet reference library that provides immediate access to in-depth and practical IRA, Coverdell Education Savings Account, Health Savings Account and Qualified Retirement Plan technical information. In addition, the e-Resource center offers us substantial retirement plan form library, government source documents and a glossary of IRA and retirement plan terms.