Our Expertise. Your Competitive Advantage.

Course Overview

The Virtual Compliance & Legislative Summit allows attendees to personalize their conference experience. With a combination of live instructor-led sessions and on-demand content, attendees will have an opportunity to participate in 25+ courses (basic and advanced) to better their understanding of retirement, health, and education savings plans.

Your needs have changed as the retirement industry has evolved. Ascensus understands the demands financial organizations face to keep up with regulatory changes. And regulatory changes influence industry trends, so remaining competitive in the market presents a need to focus on industry expertise.

Who attends the Virtual Compliance and Legislative Summit?
Retirement, health, and education savings plan professionals at all levels attend the Virtual Compliance and Legislative Summit, bringing together all types of financial professionals.

  • Retirement Plan Product Managers
  • Relationship Managers
  • Operations and Compliance Managers and Staff
  • Personal Bankers
  • IRA Administrators
  • Trust Officers
  • Investment Advisors
  • Retirement Plan Client Services Managers and Staff Members
  • Call Center Managers and Support Staff
  • Third Party Administrators