Ascensus – Qualified Forms

Ascensus, NYBA’s preferred vendor for IRA and retirement plan products and solutions, is a respected leader in the IRA, qualified retirement plan and health savings account industries, and understands the complexities and needs of the retirement services marketplace.  Ascensus is your single source for industry leading documents, publications, consulting services, education and comprehensive consumer friendly internet software solutions.  Ascensus is committed to your bank’s success in the retirement plan industry.  Over 9,000 financial organizations nationwide have come to depend on the retirement services and solutions provided by Ascensus. 800-346-3860.

Members receive discounts of 10% on retirement forms and documents. These materials are also available electronically. The vendor also offers excellent consulting services.

Want more information?  Contact our Profit Solutions Division at 1-800-522-5607 or