Lobby Brochure Checklist

Ascensus’ lobby brochures are constantly monitored to accommodate changes brought about by new tax laws and, equally important, to respond to your requests and needs. This checklist provides you with the date of the most current version of the designated brochure. Versions which are technically inaccurate because of subsequent law changes or IRS pronouncements are listed in the column entitled “Obsolete Version.” If no date appears in the obsolete column, all existing versions may be used-and so, the current version of pre-printed brochures are generally available upon the depletion of existing inventory supplies. This checklist will be updated periodically.

If you need assistance or would like to update your forms inventory, contact a Customer Service Representative at 800-346-3860, option 2, suboption 1.

 

Lobby Brochures

No. Name Current Version Obsolete Version
IRAs: Account Overview and Establishment
603 Roth IRA vs. Traditional IRA: Taking a Closer Look at Eligibility 10/2018 Any prior to 12/2006 E WB
607 Roth IRAs: Reeling in Retirement Savings With a Roth IRA 10/2018 Any prior to 12/2006
621 Traditional IRAs: Planting Your Garden of Savings the Traditional Way 10/2018 Any prior to 12/2006
26192 IRAs: Growing Your Savings During Every Stage of Life 10/2017 Any prior obsolete E AD SS WB
26236 IRAs: Growing Your Savings During Every Stage of Life (Statement Stuffer) 10/2017
26237 Roth IRAs: Answers to Your Questions 10/2018 Any prior to 10/2015 E WB
26239 Traditional IRAs: Answers to Your Questions 10/2018 Any prior to 10/2016 E WB
26240 Roth IRA vs. Traditional IRA: Exploring Your IRA Options 10/2018 E AD SS WB
26242 Roth IRA vs. Traditional IRA: Exploring Your IRA Options (Statement Stuffer) 10/2018
IRAs: Account Maintenance
612 Inheriting an IRA: Contemplating Your Beneficiary Distribution Options 10/2018
613 IRA Distributions: Navigating the Maze of IRA Distributions 10/2018 Any prior to 5/2002
625 Roth IRA Conversions: Opening Doors to Another Way of Saving 10/2018 E WB
629 Transfers & Rollovers: Moving Money Between Your IRAs Is a Walk in the Park 10/2018 Any prior to 1/2016
630 Self-Directed IRA Investments: Investing in Your Future 10/2016 Any prior obsolete
632 Catch-Up Contributions: Catching Up on Saving for Retirement 10/2018
640 Qualified Retirement Plan Distributions: Cashing In on Your Rainy Day 10/2018 Recommend current version
642 Retirement Plan Rollovers: Rolling Your Way to a Better Retirement 10/2018 Any prior to 1/2016 E AD WB
648 Required Minimum Distributions: Stretching Your Retirement Savings 10/2016 Any prior to 5/2002; Recommend 1/2016 or later
654 Transitioning Into Retirement: Planning Your Trip to Retirement 10/2018
Coverdell ESAs: Account Overview and Establishment
609 Coverdell Education Savings Accounts: Helping Children Reach for the Stars 10/2016 Any prior to 12/2006; Recommend current version AD WB
26238 Coverdell Education Savings Accounts: Answers to Your Questions 10/2018 Recommend current version E
HSAs: Account Overview and Establishment
651 Health Savings Accounts: Balancing Rising Health Care Costs 7/2018 Any prior to 10/2010, 6/2017, 3/2018 E AD WB
655 Health Savings Accounts for Employers: Building Up Your Employee Benefits 7/2018 Any prior to 10/2010, 6/2017, 3/2018
Employer Sponsored Plans: Plan Overview and Establishment
605 SIMPLE IRA Plans for Small Employers: Living the SIMPLE Life 10/2018 Any prior to 1/2016
610 403(b) Plans: Saving for Retirement Doesn’t Have to Be an Uphill Battle 10/2018 Recommend current version
622 Simplified Employee Pension Plans: Securing Retirement One SEP at a Time 10/2018 Any prior to 3/2002, 10/2014 E WB
628 Retirement Plans: Choosing the Right Retirement Plan for Your Business 10/2018 Any prior to 8/2002
647 Individual(k) Plans: Branching Out on Your Own 10/2018 Recommend current version
653 Roth 401(k) Plans: Sprinting Toward Retirement With a Roth 401(k) 10/2018 Any prior to 12/2006

 

Key
Recommend using 12/2008 version or later with regard to distributions of 403(b) plan assets.
Recommend using 12/2007 version or later with regard to distributions of Roth assets.
E eBrochure available through the Ascensus eResource Center.
AD Ad content available.
SS Statement stuffer available.
WB Web banner available.

2018 Printed Forms Checklist
Qualified Retirement Plan Forms Checklist