Transcription of IRAdirect User Guide
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IRAdirect User Guide
1 IRAdirect User Guide Fully-Administered Program 2 It is understood that the publisher is not engaged in rendering legal or accounting services. Every effort has been made to ensure the accuracy of the material presented within the manual. But retirement plan forms, government regulatory positions, and laws are subject to change, so we cannot guarantee the accuracy of the material. The material in this manual reflects the law and regulatory interpretations as of the publication date of September 2021. Much of the information contained in this manual is based on the operation of the financial organizations to which we provide services. Some of your procedures may vary if your organization is not a member organization served by us. Ascensus makes no representations regarding compliance of the manual with any state laws, state regulations, or federal securities law. 2023 Ascensus, LLC.
the operations and compliance of your program. The foundation of the Fully-Administered Program is IRAdirect, and this user guide provides the information you need to successfully utilize its features. For compliance information, click the User Guide & Manuals link in the Welcome section of the IRAdirect homepage and then click the
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