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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

Registration
Closed
403(b) Plans
Telephone/Web Seminar 8/24/10 ERP Basic
72(t) Payments
Telephone/Web Seminar 9/23/10 IRA Advanced
72(t) Payments
Telephone/Web Seminar 12/14/10 IRA Advanced
Registration
Closed
Advanced HSA
Telephone/Web Seminar 7/22/10 HSA Advanced
Advanced HSA
Telephone/Web Seminar 10/28/10 HSA Advanced
Advanced IRAs
Seminar 9/15/10 IRA Advanced
Madison, WI
Advanced IRAs
Seminar 9/17/10 IRA Advanced
LaCrosse, WI
Advanced IRAs
Seminar 9/21/10 IRA Advanced
Lincoln, NE
Advanced IRAs
Seminar 9/22/10 IRA Advanced
Bismarck, ND
Advanced IRAs
Seminar 9/22/10 IRA Advanced
Minneapolis, MN
Advanced IRAs
Seminar 9/23/10 IRA Advanced
North Platte, NE
Advanced IRAs
Seminar 9/24/10 IRA Advanced
Fargo, ND
Advanced IRAs
Seminar 9/29/10 IRA Advanced
Baxter, MN
Advanced IRAs
Seminar 9/30/10 IRA Advanced
Eau Claire, WI
Advanced IRAs
Seminar 10/6/10 IRA Advanced
Chicago, IL
Advanced IRAs
Seminar 10/6/10 IRA Advanced
Cromwell, CT
Advanced IRAs
Seminar 10/6/10 IRA Advanced
Norfolk, VA
Advanced IRAs
Seminar 10/8/10 IRA Advanced
Atlanta, GA
Advanced IRAs
Seminar 10/8/10 IRA Advanced
Kenner, LA
Advanced IRAs
Seminar 10/13/10 IRA Advanced
Lansing, MI
Advanced IRAs
Seminar 10/13/10 IRA Advanced
Linthicum, MD
Advanced IRAs
Seminar 10/13/10 IRA Advanced
Ontario, CA
Advanced IRAs
Seminar 10/14/10 IRA Advanced
Escanaba, MI
Advanced IRAs
Seminar 10/14/10 IRA Advanced
Syracuse, NY
Advanced IRAs
Seminar 10/15/10 IRA Advanced
Cincinnati, OH
Advanced IRAs
Seminar 10/15/10 IRA Advanced
Natick, MA
Advanced IRAs
Seminar 10/15/10 IRA Advanced
Tempe, AZ
Advanced IRAs
Seminar 10/19/10 IRA Advanced
Grand Junction, CO
Advanced IRAs
Seminar 10/20/10 IRA Advanced
Holland, OH
Advanced IRAs
Seminar 10/20/10 IRA Advanced
Indianapolis, IN
Advanced IRAs
Seminar 10/20/10 IRA Advanced
Overland Park, KS
Advanced IRAs
Seminar 10/20/10 IRA Advanced
Philadelphia, PA
Advanced IRAs
Seminar 10/21/10 IRA Advanced
Denver, CO
Advanced IRAs
Seminar 10/22/10 IRA Advanced
Arlington, VA
Advanced IRAs
Seminar 10/22/10 IRA Advanced
St. Louis, MO
Advanced IRAs
Seminar 10/27/10 IRA Advanced
Appleton, WI
Advanced IRAs
Seminar 10/27/10 IRA Advanced
Seattle, WA
Advanced IRAs
Seminar 10/29/10 IRA Advanced
Brookfield, WI
Advanced IRAs
Seminar 11/2/10 IRA Advanced
Cape Girardeau, MO
Advanced IRAs
Seminar 11/3/10 IRA Advanced
Columbia, MO
Advanced IRAs
Seminar 11/3/10 IRA Advanced
Cedar Rapids, IA
Advanced IRAs
Seminar 11/4/10 IRA Advanced
Springfield, MO
Advanced IRAs
Seminar 11/5/10 IRA Advanced
Kansas City, MO
Advanced IRAs
Seminar 11/5/10 IRA Advanced
Ankeny, IA
Advanced IRAs
Seminar 11/16/10 IRA Advanced
Fairview Heights, IL
Advanced IRAs
Seminar 11/17/10 IRA Advanced
San Bruno, CA
Advanced IRAs
Seminar 11/18/10 IRA Advanced
Oakbrook, IL
Advanced IRAs
Seminar 11/19/10 IRA Advanced
Orlando, FL
Advanced IRAs
Seminar 11/19/10 IRA Advanced
Portland, OR
Advanced IRAs
Seminar 12/8/10 IRA Advanced
Irving, TX
Advanced IRAs
Seminar 12/8/10 IRA Advanced
Torrance, CA
Advanced IRAs
Seminar 12/10/10 IRA Advanced
Oklahoma City, OK
Ascensus' IRA Online Institute
Online 9/6/10 IRA Advanced
Registration
Closed
Compare Roth/Traditional IRAs
Telephone/Web Seminar 8/5/10 IRA Advanced
Registration
Closed
Conduct Your Own Compliance Audit
Telephone/Web Seminar 6/22/10 IRA Update
Conversions & Recharacterizations
Telephone/Web Seminar 9/16/10 IRA Advanced
Registration
Closed
Coverdell ESA
Telephone/Web Seminar 8/5/10 ESP 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 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 9/14/10 IRA Advanced
Registration
Closed
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 10/7/10 ERP Advanced
Intro to 401(k) Plans
Telephone/Web Seminar 10/28/10 ERP Advanced
Registration
Closed
Intro to QRP Dtbns
Telephone/Web Seminar 7/29/10 ERP Advanced
Registration
Closed
Intro to Qualified Retmt Plans
Telephone/Web Seminar 9/2/10 ERP Advanced
Registration
Closed
IRA Basics
Telephone/Web Seminar 7/20/10 IRA Basic
IRA Basics
Telephone/Web Seminar 10/5/10 IRA Basic
Registration
Closed
IRA Beneficiary Dtbns
Telephone/Web Seminar 6/10/10 IRA Update
Registration
Closed
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 9/28/10 IRA Advanced
IRA Excess Contributions
Telephone/Web Seminar 9/30/10 IRA Advanced
IRA Fundamentals
Seminar 9/14/10 IRA Basic
Madison, WI
IRA Fundamentals
Seminar 9/16/10 IRA Basic
LaCrosse, WI
IRA Fundamentals
Seminar 9/20/10 IRA Basic
Lincoln, NE
IRA Fundamentals
Seminar 9/21/10 IRA Basic
Bismarck, ND
IRA Fundamentals
Seminar 9/21/10 IRA Basic
Minneapolis, MN
IRA Fundamentals
Seminar 9/22/10 IRA Basic
North Platte, NE
IRA Fundamentals
Seminar 9/23/10 IRA Basic
Fargo, ND
IRA Fundamentals
Seminar 9/28/10 IRA Basic
Baxter, MN
IRA Fundamentals
Seminar 9/28/10 IRA Basic
Cape Girardeau, MO
IRA Fundamentals
Seminar 9/29/10 IRA Basic
Columbia, MO
IRA Fundamentals
Seminar 9/29/10 IRA Basic
Eau Claire, WI
IRA Fundamentals
Seminar 9/30/10 IRA Basic
Springfield, MO
IRA Fundamentals
Seminar 10/1/10 IRA Basic
Kansas City, MO
IRA Fundamentals
Seminar 10/5/10 IRA Basic
Chicago, IL
IRA Fundamentals
Seminar 10/5/10 IRA Basic
Cromwell, CT
IRA Fundamentals
Seminar 10/5/10 IRA Basic
Norfolk, VA
IRA Fundamentals
Seminar 10/7/10 IRA Basic
Atlanta, GA
IRA Fundamentals
Seminar 10/7/10 IRA Basic
Kenner, LA
IRA Fundamentals
Seminar 10/12/10 IRA Basic
Lansing, MI
IRA Fundamentals
Seminar 10/12/10 IRA Basic
Linthicum, MD
IRA Fundamentals
Seminar 10/12/10 IRA Basic
Ontario, CA
IRA Fundamentals
Seminar 10/13/10 IRA Basic
Syracuse, NY
IRA Fundamentals
Seminar 10/14/10 IRA Basic
Cincinnati, OH
IRA Fundamentals
Seminar 10/14/10 IRA Basic
Natick, MA
IRA Fundamentals
Seminar 10/14/10 IRA Basic
Tempe, AZ
IRA Fundamentals
Seminar 10/18/10 IRA Basic
Grand Junction, CO
IRA Fundamentals
Seminar 10/19/10 IRA Basic
Holland, OH
IRA Fundamentals
Seminar 10/19/10 IRA Basic
Indianapolis, IN
IRA Fundamentals
Seminar 10/19/10 IRA Basic
Overland Park, KS
IRA Fundamentals
Seminar 10/19/10 IRA Basic
Philadelphia, PA
IRA Fundamentals
Seminar 10/20/10 IRA Basic
Denver, CO
IRA Fundamentals
Seminar 10/21/10 IRA Basic
Arlington, VA
IRA Fundamentals
Seminar 10/21/10 IRA Basic
St. Louis, MO
IRA Fundamentals
Seminar 10/21/10 IRA Basic
Warsaw, IN
IRA Fundamentals
Seminar 10/26/10 IRA Basic
Appleton, WI
IRA Fundamentals
Seminar 10/26/10 IRA Basic
Seattle, WA
IRA Fundamentals
Seminar 10/28/10 IRA Basic
Brookfield, WI
IRA Fundamentals
Seminar 11/2/10 IRA Basic
Cedar Rapids, IA
IRA Fundamentals
Seminar 11/4/10 IRA Basic
Ankeny, IA
IRA Fundamentals
Seminar 11/15/10 IRA Basic
Fairview Heights, IL
IRA Fundamentals
Seminar 11/16/10 IRA Basic
Naples, FL
IRA Fundamentals
Seminar 11/16/10 IRA Basic
San Bruno, CA
IRA Fundamentals
Seminar 11/17/10 IRA Basic
Miami, FL
IRA Fundamentals
Seminar 11/17/10 IRA Basic
Oakbrook, IL
IRA Fundamentals
Seminar 11/18/10 IRA Basic
Orlando, FL
IRA Fundamentals
Seminar 11/18/10 IRA Basic
Portland, OR
IRA Fundamentals
Seminar 12/7/10 IRA Basic
Irving, TX
IRA Fundamentals
Seminar 12/7/10 IRA Basic
Torrance, CA
IRA Fundamentals
Seminar 12/9/10 IRA Basic
Oklahoma City, OK
IRA Fundamentals for Frontline- Part 1
Telephone/Web Seminar 10/21/10 IRA Basic
IRA Fundamentals for Frontline- Part II
Telephone/Web Seminar 10/26/10 IRA Advanced
IRA Institute
5 Day Institute 9/20/10 IRA Advanced
Denver, CO
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
Registration
Closed
IRA RMDs
Telephone/Web Seminar 8/10/10 IRA Advanced
IRA RMDs
Telephone/Web Seminar 12/7/10 IRA Advanced
IRA Update
Seminar 10/12/10 IRA Update
Pierre, SD
IRA Update
Seminar 10/13/10 IRA Update
Sioux Falls, SD
Registration
Closed
QRP Bene R/O to Inherited IRAs (ppt)
Telephone/Web Seminar 6/17/10 ERP Update
Registration
Closed
Retmnt Dtbn & Income Plan (power pt)
Telephone/Web Seminar 7/27/10 ERP Update
Registration
Closed
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
Roth IRA Distributions
Telephone/Web Seminar 11/18/10 IRA Advanced
Registration
Closed
SEP Plans
Telephone/Web Seminar 8/3/10 ERP Advanced
SIMPLE IRA Plans
Telephone/Web Seminar 9/21/10 ERP Advanced
Registration
Closed
Traditional IRA Dtbns
Telephone/Web Seminar 8/17/10 IRA Update
Registration
Closed
Two-Day IRA Workshop
Seminar 6/8/10 IRA Advanced
Arlington, VA
Registration
Closed
*Two-Day IRA Workshop
Seminar 6/9/10 IRA Advanced
Denver, CO
Registration
Closed
Two-Day IRA Workshop
Seminar 6/10/10 IRA Advanced
Cincinnati, OH
Registration
Closed
Two-Day IRA Workshop
Seminar 6/15/10 IRA Advanced
Minneapolis, MN
Registration
Closed
Two-Day IRA Workshop
Seminar 6/15/10 IRA Advanced
Portland, OR
Registration
Closed
Two-Day IRA Workshop
Seminar 6/22/10 IRA Advanced
San Antonio, TX
Registration
Closed
Understanding & Processing Tsfr&Rollover
Telephone/Web Seminar 7/13/10 IRA Advanced
Withholding
Telephone/Web Seminar 10/14/10 IRA Advanced
* This is a co-sponsored seminar.