Pub. 2 2021 Issue 5

15 ISSUE 5 | 2021 Lisa Walker, CISP, CHSP Ascensus Simplifier® is a registered trademark of Ascensus, LLC. Trust the Experts A forms vendor or document provider like Ascensus can offer a plan document and disclosure statement, either separately or in a combined format. Ascensus’ documents are drafted by expert, in-house ERISA staff with decades of combined experience specializing in IRA documents. They continually monitor federal government requirements and carefully draft and revise documents as needed to meet these requirements. Whether you choose to use a plan agreement kit like the Ascensus Simplifier or to have Ascensus customize your documents, you’ll save time and expense by having the work done for you. With new IRS model documents on their way, you’ll likely have to repaper your IRA clients. As you budget and plan for these anticipated changes, trust the experts at Ascensus to help. We’ll With new IRS model documents on their way, you’ll likely have to repaper your IRA clients. As you budget and plan for these anticipated changes, trust the experts at Ascensus to help. be happy to provide a complimentary document review and discuss document options for your organization. Schedule a call with your Ascensus sales representative or contact us at 800-346-3860. 