Ascend IRA Conference



Ascend is the industry’s most comprehensive education conference offering basic and advanced courses on: retirement, health, and education savings plans and industry trends.

Course Overview

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

  • Advanced IRA Issues: Taking Penalty-Free Distributions
  • CIS II Exam Prep Workshop
  • Employer Options: SEP Plans and SIMPLE IRAs
  • Handling IRA Excess Contributions
  • Intro to IRAs
  • IRA Legal Issues
  • IRA Reporting
  • IRA Update
  • Roth IRAs: What You Should Know
  • Withholding Requirements for IRAs


IRA/Quaified Plan Topics

  • Advanced Beneficiary Topics for IRAs and QRPs
  • Advanced Portability for IRAs and QRPs
  • Automatic Rollovers: What You Should Know
  • Beneficiary Options for Deaths in 2020 and Beyond
  • Finding a Strategy for Missing Participants
  • Introduction to Beneficiary Options
  • Required Minimum Distributions


HSA Topics

  • CHSP Exam Prep Workshop
  • HSA Advanced Concepts
  • HSA Certification Workshop
  • HSAs: Exploring Their Advantages
  • Introduction to HSAs


Qualified Plan Topics

  • Introduction to QRPs
  • QRP Legal Issues
  • QRP Update
  • Small Business Options: Focus on Solo(k) Plans


See our FAQs on Ascend

Date/Time: September 11 - 13, 2023
Code: S5079L
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