Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Assistant Team Leader

Nova 401(k) Associates
(Houston TX / Austin TX / Dallas TX / Scottsdale AZ / Telecommute)
Senior Actuarial Administrator

Group RHI
(TX / Telecommute)
Plan Document Support Specialist

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Plan Document ERISA Attorney

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Client Relationship Manager

Loren D. Stark Company
(Houston TX / Telecommute)
Retirement Plan Sales Territory Manager

Loren D. Stark Company
(Irving TX / Telecommute)
Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company
(Houston TX / Telecommute)
DC Plan Administrator

San Diego Pension Consultants
(San Diego CA)
Compliance Analyst (QKA)

Newport Group
(Folsom CA / Dallas TX / Walnut Creek CA / Annapolis MD / Burlington VT / Charlotte NC / Chicago IL / Fresno CA / Moline IL / Lake Mary FL / Saint Petersburg FL / Saint Louis MO / AL / IA / MN / PA / VA / WI)
Apprentice - Financial Services and Employee Benefits

Columbia Benefits, LLC
(Englewood CO)
Retirement Plan Relationship Advisor

Prosperity Advisors, LLC and SS&G Wealth Management
(Akron OH)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More Ascensus Webcasts and Conferences

Ascend

Ascensus

Oct. 5, 2020 - Oct. 7, 2020
Minnesota

Ascend is the industry’s most comprehensive education conference providing training, certification, and continuing education to financial professionals for over 30 years. Strengthen your competitive advantage with certified expertise, industry insights, and networking.

Whether you're interested in learning the fundamentals or want to explore more advanced topics, Ascend courses cover all aspects of retirement, health, and education savings plans.

Below is a sampling of course titles.

IRA Topics:

  • IRA Reporting
  • CIS II Exam Prep Workshop
  • Compliance Audit
  • Conversions and Recharacterizations
  • Employer Options: SEP Plans and SIMPLE IRAs
  • Everything Roth
  • Intro to IRAs
  • IRA Excess Contributions From A to Z
  • IRA Legal Issues
  • IRA Update
  • Withholding and Getting it Right

IRA / Quaified Plan Topics:

  • Advanced Beneficiary and Death Claim Concepts
  • Advanced IRA & QRP Portability, IRA Conversions, and IRA Recharacterizations
  • Selt-Directed IRAs & Alternative Investments
  • Complex Qualified Retirement Plan and IRA Beneficiary Designation Issues
  • Electronic Delivery and Reporting
  • Introduction to Beneficiary Options
  • Recognizing Prohibited Transactions
  • Required Minimum Distributions

HSA Topics:

  • HSA Advanced Concepts
  • HSA Certification Workshop
  • CHSP Exam Prep Workshop
  • HSAs and Medicare: What Happens at Retirement
  • HSA Overview

Qualified Plan Topics:

  • DOL and IRS Audit Issues
  • Introduction to QRPs
  • QRP Distributable Events
  • QRP Legal Issues
  • QRP Update

Location:
JW Marriott Minneapolis Mall of America
2141 Lindau Lane
Bloomington, MN

Continue by clicking on the following link:
https://www2.ascensus.com/ascend-locations/

© 2020 BenefitsLink.com, Inc.