Whether you’re interested in learning the fundamentals or want to explore more advanced topics, eLearning courses cover all aspects of retirement, health, and education savings plans. eLearning is a quick, convenient way to learn at your own pace and qualifies for continuing education credits for many industry designations.

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Course Overview

Among the many challenges facing financial organizations that offer retirement and savings plans is access to timely, accurate, and effective training. Ascensus eLearning provides a great foundation of retirement learning before moving on to more advanced topics of study. While each course is designed to take 60 to 90 minutes, learners can work at their own pace and can save a course and come back to it later.

Basic eLearning Courses

  • Conversions
  • HSA Basics
  • IRA Contributions
  • IRA to IRA Transfers and Rollovers
  • Qualified Plan Basics
  • Traditional IRA RMDs

Basic-To-Advanced eLearning Courses

The following courses begin with the basics and transition into more advanced topics within the course.

  • Coverdell Education Savings Accounts
  • Establishing an IRA
  • Funding HSAs
  • HSA Distribution Issues
  • HSAs - Introduction and Establishment
  • HSA Portability and Compliance
  • Individual(k)™
  • IRA Beneficiary Options
  • IRA Distributions
  • IRA Required Reporting
  • SEP Plans
  • SIMPLE IRA Plans

Advanced eLearning Courses

  • 529 Plans
  • Comparing Roth and Traditional IRAs
  • Employer-Sponsored Plan Portability
  • Handling IRA Legal Issues
  • IRA Authoritative Hierarchy
  • IRA Compliance
  • IRA Excess Contributions and Recharacterizations
  • Roth 401(k)
  • Substantially Equal Periodic Payments