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Education is the cornerstone on which Ascensus was founded. For 30 years we have trained qualified retirement plan and IRA professionals with the most comprehensive educational programs in the retirement services industry. Ascensus now trains about 12,000 industry professionals each year through instructor-led training, web-enhanced telephone seminars, Internet/PC-based training, and on-site programs.

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Course Description Method Date Category Location

403(b) Plans
Telephone/Web Seminar 3/18/10 ERP Basic
403(b) Plans
Telephone/Web Seminar 8/24/10 ERP Basic
72(t) Payments
Telephone/Web Seminar 12/10/09 IRA Advanced
72(t) Payments
Telephone/Web Seminar 12/14/10 IRA Advanced
Advanced HSA
Telephone/Web Seminar 1/26/10 HSA Advanced
Advanced HSA
Telephone/Web Seminar 4/27/10 HSA Advanced
Advanced HSA
Telephone/Web Seminar 7/22/10 HSA Advanced
Advanced HSA
Telephone/Web Seminar 10/28/10 HSA Advanced
Registration
Closed
*Advanced IRAs
Seminar 11/17/09 IRA Advanced
Fairview Heights, IL
Registration
Closed
*Advanced IRAs
Seminar 11/18/09 IRA Advanced
Cedar Rapids, IA
Registration
Closed
*Advanced IRAs
Seminar 11/19/09 IRA Advanced
Cincinnati, OH
Registration
Closed
*Advanced IRAs
Seminar 11/19/09 IRA Advanced
Oakbrook, IL
*Advanced IRAs
Seminar 11/20/09 IRA Advanced
Ames, IA
Advanced IRAs
Seminar 12/9/09 IRA Advanced
Ontario, CA
Advanced IRAs
Seminar 1/21/10 IRA Advanced
Baxter, MN
Advanced IRAs
Seminar 1/21/10 IRA Advanced
Bloomington, MN
Advanced IRAs
Seminar 1/27/10 IRA Advanced
LaCrosse, WI
Advanced IRAs
Seminar 1/27/10 IRA Advanced
Pasadena, CA
Advanced IRAs
Seminar 1/29/10 IRA Advanced
Eau Claire, WI
Advanced IRAs
Seminar 1/29/10 IRA Advanced
Ontario, CA
Advanced IRAs
Seminar 2/10/10 IRA Advanced
Tulsa, OK
Advanced IRAs
Seminar 2/12/10 IRA Advanced
Irving, TX
Advanced IRAs
Seminar 2/12/10 IRA Advanced
Natick, MA
*Advanced IRAs
Seminar 2/16/10 IRA Advanced
Cape Girardeau, MO
*Advanced IRAs
Seminar 2/17/10 IRA Advanced
Columbia, MO
*Advanced IRAs
Seminar 2/17/10 IRA Advanced
North Platte, NE
*Advanced IRAs
Seminar 2/18/10 IRA Advanced
Chicago, IL
Advanced IRAs
Seminar 2/18/10 IRA Advanced
Scottsdale, AZ
*Advanced IRAs
Seminar 2/18/10 IRA Advanced
Springfield, MO
*Advanced IRAs
Seminar 2/19/10 IRA Advanced
Kansas City, MO
*Advanced IRAs
Seminar 2/19/10 IRA Advanced
Lincoln, NE
Advanced IRAs
Seminar 2/24/10 IRA Advanced
Arlington, VA
*Advanced IRAs
Seminar 2/24/10 IRA Advanced
Little Rock, AR
Advanced IRAs
Seminar 2/24/10 IRA Advanced
Overland Park, KS
Advanced IRAs
Seminar 2/24/10 IRA Advanced
Philadelphia, PA
Advanced IRAs
Seminar 2/26/10 IRA Advanced
Secaucus, NJ
*Advanced IRAs
Seminar 2/26/10 IRA Advanced
St. Louis, MO
*Advanced IRAs
Seminar 3/3/10 IRA Advanced
Cromwell,CT
*Advanced IRAs
Seminar 3/9/10 IRA Advanced
Storm Lake, IA
Advanced IRAs
Seminar 3/10/10 IRA Advanced
Atlanta, GA
*Advanced IRAs
Seminar 3/10/10 IRA Advanced
Johnston, IA
Advanced IRAs
Seminar 3/10/10 IRA Advanced
San Francisco, CA
*Advanced IRAs
Seminar 3/11/10 IRA Advanced
Cedar Rapids, IA
Advanced IRAs
Seminar 3/12/10 IRA Advanced
Burbank, CA
Advanced IRAs
Seminar 3/12/10 IRA Advanced
New Orleans, LA
Advanced IRAs
Seminar 3/17/10 IRA Advanced
Louisville, KY
Advanced IRAs
Seminar 3/17/10 IRA Advanced
Pittsburgh, PA
*Advanced IRAs
Seminar 3/17/10 IRA Advanced
Springfield, IL
Advanced IRAs
Seminar 3/19/10 IRA Advanced
Cleveland, OH
Advanced IRAs
Seminar 3/19/10 IRA Advanced
Memphis, TN
*Advanced IRAs
Seminar 3/23/10 IRA Advanced
Buffalo, NY
Advanced IRAs
Seminar 3/26/10 IRA Advanced
Madison, WI
Advanced IRAs
Seminar 3/26/10 IRA Advanced
Orlando, FL
Ascensus' IRA Online Institute
Online 3/1/10 IRA Advanced
Ascensus' IRA Online Institute
Online 9/6/10 IRA Advanced
Compare Roth/Traditional IRAs
Telephone/Web Seminar 3/23/10 IRA Advanced
Compare Roth/Traditional IRAs
Telephone/Web Seminar 8/5/10 IRA Advanced
Conduct Your Own Compliance Audit
Telephone/Web Seminar 2/18/10 IRA Update
Conduct Your Own Compliance Audit
Telephone/Web Seminar 6/22/10 IRA Update
Conversions & Recharacterizations
Telephone/Web Seminar 3/11/10 IRA Advanced
Conversions & Recharacterizations
Telephone/Web Seminar 9/16/10 IRA Advanced
Registration
Closed
Conversions & Rollovers Opportunity 2010
Telephone/Web Seminar 11/17/09 IRA Advanced
Coverdell ESA
Telephone/Web Seminar 4/6/10 ESP Advanced
Coverdell ESA
Telephone/Web Seminar 8/5/10 ESP Advanced
Direct Rollover/Portablility
Telephone/Web Seminar 12/8/09 ERP Advanced
Direct Rollover/Portablility
Telephone/Web Seminar 9/9/10 ERP Advanced
Direct Rollover/Portablility
Telephone/Web Seminar 12/9/10 ERP Advanced
Establishing & Amending IRAs
Telephone/Web Seminar 3/30/10 IRA Advanced
Establishing & Amending IRAs
Telephone/Web Seminar 11/16/10 IRA Advanced
Fall Forum
Fall Forum Conference 9/13/10 IRA Advanced
Chicago, IL
Fall Forum
Fall Forum Conference 10/25/10 IRA Advanced
Baltimore, MD
Fall Forum
Fall Forum Conference 11/8/10 IRA Advanced
Las Vegas, NV
Handling IRA Legal Issues
Telephone/Web Seminar 5/13/10 IRA Advanced
Handling IRA Legal Issues
Telephone/Web Seminar 9/14/10 IRA Advanced
HSA Basics
Telephone/Web Seminar 1/12/10 HSA Basic
HSA Basics
Telephone/Web Seminar 2/9/10 HSA Basic
HSA Basics
Telephone/Web Seminar 7/15/10 HSA Basic
HSA Basics
Telephone/Web Seminar 10/19/10 HSA Basic
Individual(k) Plans
Telephone/Web Seminar 2/23/10 ERP Advanced
Individual(k) Plans
Telephone/Web Seminar 10/7/10 ERP Advanced
Intro to 401(k) Plans
Telephone/Web Seminar 5/20/10 ERP Advanced
Intro to 401(k) Plans
Telephone/Web Seminar 10/28/10 ERP Advanced
Intro to QRP Dtbns
Telephone/Web Seminar 2/2/10 ERP Advanced
Intro to QRP Dtbns
Telephone/Web Seminar 7/29/10 ERP Advanced
Intro to Qualified Retmt Plans
Telephone/Web Seminar 5/18/10 ERP Advanced
Intro to Qualified Retmt Plans
Telephone/Web Seminar 9/2/10 ERP Advanced
IRA Basics
Telephone/Web Seminar 1/28/10 IRA Basic
IRA Basics
Telephone/Web Seminar 4/8/10 IRA Basic
IRA Basics
Telephone/Web Seminar 7/20/10 IRA Basic
IRA Basics
Telephone/Web Seminar 10/5/10 IRA Basic
IRA Beneficiary Dtbns
Telephone/Web Seminar 6/10/10 IRA Update
IRA Beneficiary Dtbns
Telephone/Web Seminar 8/12/10 IRA Update
IRA Beneficiary Dtbns
Telephone/Web Seminar 11/4/10 IRA Update
IRA Contributions
Telephone/Web Seminar 3/4/10 IRA Advanced
IRA Contributions
Telephone/Web Seminar 9/28/10 IRA Advanced
Registration
Closed
*IRA Essentials
Seminar 11/16/09 IRA Basic
Fairview Heights, IL
Registration
Closed
*IRA Essentials
Seminar 11/17/09 IRA Basic
Cedar Rapids, IA
Registration
Closed
IRA Essentials
Seminar 11/17/09 IRA Basic
Toledo, OH
Registration
Closed
*IRA Essentials
Seminar 11/18/09 IRA Basic
Cincinnati, OH
Registration
Closed
*IRA Essentials
Seminar 11/18/09 IRA Basic
Oak Brook, IL
Registration
Closed
*IRA Essentials
Seminar 11/19/09 IRA Basic
Ames, IA
IRA Essentials
Seminar 12/8/09 IRA Basic
New Orleans, LA
IRA Essentials
Seminar 12/8/09 IRA Basic
Ontario, CA
IRA Essentials
Seminar 12/9/09 IRA Basic
Orlando, FL
*IRA Essentials
Seminar 12/10/09 IRA Basic
Naples, FL
*IRA Essentials
Seminar 12/11/09 IRA Basic
Miami, FL
*IRA Essentials
Seminar 1/19/10 IRA Basic
Pierre, SD
IRA Essentials
Seminar 1/20/10 IRA Basic
Baxter, MN
IRA Essentials
Seminar 1/20/10 IRA Basic
Bloomington, MN
*IRA Essentials
Seminar 1/20/10 IRA Basic
Sioux Falls, SD
IRA Essentials
Seminar 1/26/10 IRA Basic
LaCrosse, WI
IRA Essentials
Seminar 1/26/10 IRA Basic
Pasadena, CA
IRA Essentials
Seminar 1/28/10 IRA Basic
Eau Claire, WI
IRA Essentials
Seminar 1/28/10 IRA Basic
Ontario, CA
*IRA Essentials
Seminar 2/9/10 IRA Basic
Baltimore, MD
IRA Essentials
Seminar 2/9/10 IRA Basic
Tulsa, OK
IRA Essentials
Seminar 2/11/10 IRA Basic
Irving, TX
IRA Essentials
Seminar 2/11/10 IRA Basic
Natick, MA
*IRA Essentials
Seminar 2/16/10 IRA Basic
Cape Girardeau, MO
*IRA Essentials
Seminar 2/16/10 IRA Basic
Lansing, MI
*IRA Essentials
Seminar 2/16/10 IRA Basic
North Platte, NE
*IRA Essentials
Seminar 2/17/10 IRA Basic
Chicago, IL
IRA Essentials
Seminar 2/17/10 IRA Basic
Scottsdale, AZ
*IRA Essentials
Seminar 2/18/10 IRA Basic
Escanaba, MI
*IRA Essentials
Seminar 2/18/10 IRA Basic
Lincoln, NE
IRA Essentials
Seminar 2/23/10 IRA Basic
Arlington, VA
*IRA Essentials
Seminar 2/23/10 IRA Basic
Little Rock, AR
IRA Essentials
Seminar 2/23/10 IRA Basic
Overland Park, KS
IRA Essentials
Seminar 2/23/10 IRA Basic
Philadelphia, PA
*IRA Essentials
Seminar 2/23/10 IRA Basic
Storm Lake, IA
*IRA Essentials
Seminar 2/24/10 IRA Basic
Johnston, IA
*IRA Essentials
Seminar 2/25/10 IRA Basic
Cedar Rapids, IA
IRA Essentials
Seminar 2/25/10 IRA Basic
Secaucus, NJ
*IRA Essentials
Seminar 2/25/10 IRA Basic
St. Louis, MO
*IRA Essentials
Seminar 3/2/10 IRA Basic
Cromwell, CT
IRA Essentials
Seminar 3/2/10 IRA Basic
Mason City, IA
*IRA Essentials
Seminar 3/2/10 IRA Basic
Norfolk, VA
*IRA Essentials
Seminar 3/8/10 IRA Basic
Seattle, WA
IRA Essentials
Seminar 3/9/10 IRA Basic
Atlanta, GA
*IRA Essentials
Seminar 3/9/10 IRA Basic
Colorado Springs, CO
IRA Essentials
Seminar 3/9/10 IRA Basic
San Bruno, CA
*IRA Essentials
Seminar 3/10/10 IRA Basic
Columbus, OH
*IRA Essentials
Seminar 3/10/10 IRA Basic
Ft. Collins, CO
IRA Essentials
Seminar 3/11/10 IRA Basic
Burbank, CA
*IRA Essentials
Seminar 3/11/10 IRA Basic
Denver, CO
IRA Essentials
Seminar 3/11/10 IRA Basic
New Orleans, LA
IRA Essentials
Seminar 3/16/10 IRA Basic
Louisville, KY
IRA Essentials
Seminar 3/16/10 IRA Basic
Pittsburgh, PA
*IRA Essentials
Seminar 3/16/10 IRA Basic
Springfield, IL
*IRA Essentials
Seminar 3/17/10 IRA Basic
Tarrytown, NY
IRA Essentials
Seminar 3/18/10 IRA Basic
Cleveland, OH
IRA Essentials
Seminar 3/18/10 IRA Basic
Memphis, TN
*IRA Essentials
Seminar 3/18/10 IRA Basic
Oakbrook, IL
*IRA Essentials
Seminar 3/18/10 IRA Basic
Olmstead, OH
*IRA Essentials
Seminar 3/22/10 IRA Basic
Buffalo, NY
IRA Essentials
Seminar 3/23/10 IRA Basic
Milwaukee, WI
*IRA Essentials
Seminar 3/24/10 IRA Basic
Syracuse, NY
IRA Essentials
Seminar 3/25/10 IRA Basic
Madison, WI
IRA Essentials
Seminar 3/25/10 IRA Basic
Orlando, FL
*IRA Essentials
Seminar 4/6/10 IRA Basic
Bismarck, ND
*IRA Essentials
Seminar 4/8/10 IRA Basic
Fargo, ND
IRA Excess Contributions
Telephone/Web Seminar 4/20/10 IRA Advanced
IRA Excess Contributions
Telephone/Web Seminar 9/30/10 IRA Advanced
IRA Fundamentals for Frontline- Part 1
Telephone/Web Seminar 2/9/10 IRA Basic
IRA Fundamentals for Frontline- Part 1
Telephone/Web Seminar 10/21/10 IRA Basic
IRA Fundamentals for Frontline- Part II
Telephone/Web Seminar 2/11/10 IRA Advanced
IRA Fundamentals for Frontline- Part II
Telephone/Web Seminar 10/26/10 IRA Advanced
IRA Institute
5 Day Institute 5/17/10 IRA Advanced
Minneapolis, MN
IRA Institute
5 Day Institute 9/20/10 IRA Advanced
Denver, CO
Registration
Closed
IRA Reporting
Telephone/Web Seminar 11/19/09 IRA Advanced
IRA Reporting
Telephone/Web Seminar 4/22/10 IRA Advanced
IRA Reporting
Telephone/Web Seminar 11/2/10 IRA Advanced
IRA Reporting
Telephone/Web Seminar 11/23/10 IRA Advanced
IRA Reporting
Telephone/Web Seminar 12/2/10 IRA Advanced
IRA RMDs
Telephone/Web Seminar 12/3/09 IRA Advanced
IRA RMDs
Telephone/Web Seminar 3/9/10 IRA Advanced
IRA RMDs
Telephone/Web Seminar 8/10/10 IRA Advanced
IRA RMDs
Telephone/Web Seminar 12/7/10 IRA Advanced
QRP Bene R/O to Inherited IRAs (ppt)
Telephone/Web Seminar 1/14/10 ERP Update
QRP Bene R/O to Inherited IRAs (ppt)
Telephone/Web Seminar 3/2/10 ERP Update
QRP Bene R/O to Inherited IRAs (ppt)
Telephone/Web Seminar 6/17/10 ERP Update
Retmnt Dtbn & Income Plan (power pt)
Telephone/Web Seminar 2/25/10 ERP Update
Retmnt Dtbn & Income Plan (power pt)
Telephone/Web Seminar 2/25/10 ERP Update
Retmnt Dtbn & Income Plan (power pt)
Telephone/Web Seminar 7/27/10 ERP Update
Roth 401(k)/403(b) Provision
Telephone/Web Seminar 12/1/09 ERP Update
Roth 401(k)/403(b) Provision
Telephone/Web Seminar 6/15/10 ERP Update
Roth 401(k)/403(b) Provision
Telephone/Web Seminar 12/2/10 ERP Update
Registration
Closed
Roth IRA Distributions
Telephone/Web Seminar 11/17/09 IRA Advanced
Roth IRA Distributions
Telephone/Web Seminar 5/11/10 IRA Advanced
Roth IRA Distributions
Telephone/Web Seminar 11/18/10 IRA Advanced
SEP Plans
Telephone/Web Seminar 2/25/10 ERP Advanced
SEP Plans
Telephone/Web Seminar 8/3/10 ERP Advanced
SIMPLE IRA Plans
Telephone/Web Seminar 3/16/10 ERP Advanced
SIMPLE IRA Plans
Telephone/Web Seminar 9/21/10 ERP Advanced
Traditional IRA Dtbns
Telephone/Web Seminar 5/4/10 IRA Update
Traditional IRA Dtbns
Telephone/Web Seminar 8/17/10 IRA Update
Understanding & Processing Tsfr&Rollover
Telephone/Web Seminar 3/25/10 IRA Advanced
Understanding & Processing Tsfr&Rollover
Telephone/Web Seminar 7/13/10 IRA Advanced
Withholding
Telephone/Web Seminar 2/4/10 IRA Advanced
Withholding
Telephone/Web Seminar 10/14/10 IRA Advanced
* This is a co-sponsored seminar.