Simplify IRA & HSA Program Administration

Simplify IRA & HSA Program Administration

Efficiency, compliance, and the bottom line: Hitting three out of three is challenging. But that’s exactly what we help you do.

Why You Should Turn to Ascensus For Support

Partnering with us takes the stress off of your IRA and HSA administration. It’s like having a team of seasoned professionals and powerful technology helping you navigate the complex IRA and HSA rules. We help your financial organization feel
confident that it provides the best service to your customers.

We provide complete administration, operation, and compliance support using our own software: IRAdirect®. We take it a step further with an add-on tool that provides your frontline staff and account owners easy access to education, interactive tools, and forms to open new and manage existing IRAs and HSAs at your financial organization.

IRAdirect® is a registered trademark of Ascensus, LLC.

Program Benefits

  • Improved customer experience
  • Reduced compliance and liability exposure
  • Paperless workflow

Want to See How IRAdirect Works?

Request A Demo

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