Ascensus IRA Training
Ascensus stands as the largest independent recordkeeping services partner, third-party administrator, and government savings facilitator in the United States. Renowned as a leading provider of outsourced services in the savings plan industry, Ascensus offers exceptional solutions that the CCUA is proud to extend to our members at a discount!
Ascensus offers an extensive range of training products and nationally recognized seminars, available both on-site and through technology-based platforms, providing you with the knowledge to stay up-to-date in the retirement, health, and education savings plan industries. Whatever your role in helping members save for the future, Ascensus has tailored options to suit your needs, delivered in the most convenient way for you. Through the partnership between Ascensus and the CCUA, you gain access to a comprehensive training curriculum and acclaimed seminars. Ascensus' resources are designed and delivered to fit seamlessly into your workflow, ensuring you and your employees remain current and distinguished from the competition.
Webinars
Whether you're interested in learning the fundamentals or want to explore more advanced topics, Ascensus webinars cover all aspects of retirement, health, and education savings plans. These webinars also are available for digital download so you can view them when it's convenient for you and your team!
View the current webinar schedule here, or on the CCUA calendar!
All live webinars are available for recorded, digital deliver purchase. Digital delivery will be fulfilled according to your registration selection.
To register for webinars, please follow these simple steps:
- Click "Register for 2024 Webinars" and choose your price point
- Complete the "Personal Information" form, using "00000" as your Organization Number
- Select the webinars you'd like to attend
- Please note that webinar times are listed as CST on the Ascensus website.
- Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase
IRA Essentials OnDemand
IRA Essentials OnDemand is the perfect solution if you need an introduction to IRAs but cannot attend an onsite training program. This self-paced online program mirrors the content on our face-to-face Basic IRAs course. Essentials OnDemand includes IRA reference materials, job aids, quizzes, and videos to create an immersive education experience.
In this course you will explore 6 learning tracks dedicated to key IRA topics:
- Introduction to IRAs
- Establishing an IRA
- Funding
- Portability
- IRA Distributions
- Reporting.
To register, please follow these simple steps:
- Complete the "Personal Information" form, using "00000" as your Organization Number.
- Select "IRA Essentials OnDemand".
- Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase!
IRA University
This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. Topics include establishing an IRA, contributions, Traditional and Roth IRA distributions, and portability.
Each week consists of a self-paced eLearning module (45 to 60 minutes), followed by a 90-minute interactive webinar on Wednesdays at 1:00 p.m. CT to help participants apply their knowledge from the eLearning module. If you’re unable to attend, webinars are recorded for on demand viewing. After completing IRA University, attendees have the opportunity to earn their Certified IRA Specialist I (CIS I) designation for no additional cost.
IRA University Overview:
Week One – Getting Started Webinar
Week Two – IRAs – Benefits and Contributions
Week Three – Establishing an IRA
Week Four – IRA Distributions Overview and Roth Distributions
Week Five – Traditional IRA Distributions
Week Six – Portability
To register, please follow these simple steps:
- Complete the "Personal Information" form, using "00000" as your Organization Number.
- Select which 6-week session you would like to attend.
- Please note there are four 6-week sessions each year. Participants must select from the time frames offered. This cannot be done off-cycle.
- Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase!
If you have any questions on Ascensus product offerings, please contact info@ccua.org.
