Fully-Administered Program

Fully-Administered Program

We help you spend less time on back-office administration and more time growing your business.

A Model for Success in a Changing Market

The Fully-Administered Program for IRAs and HSAs provides a full-service program with complete administrative, operational, and compliance support.

This program uses a secure online processing system—called IRAdirect®—that creates a faster, simpler administration program by eliminating paper forms. IRAdirect offers compliance logic that catches errors and verifies the accuracy of your tax reporting forms.

Ascensus provides unparalleled support for your IRA and HSA products through our call center, administrative calendars and checklists, and training videos.

We also make dealing with inherited accounts a lot easier. We process over 17,000 beneficiary reviews annually. Completed forms are filtered by your back office professionals—giving you full control of quality transactions.

IRAdirect® is a registered trademark of Ascensus, LLC.

Program Features

  • Compliant forms generation
  • Integrated document imaging
  • Tax reporting
  • Beneficiary reviews processing
  • Distribution notification
  • Call center support
  • Marketing support
  • Staff training

You May Also Be Interested In