The latest from Jennifer Bassett

- by Jennifer Bassett, Ascensus

Offering IRAs can be easy and profitable

If your organization is looking for ways to increase its deposit base, then offering IRAs could be the perfect solution. According to a recent study by the Investment Company Institute, ...

- by Jennifer Bassett, Ascensus

Successor beneficiaries—an untapped market

Looking for another way to boost your IRA business? Allowing successor beneficiaries to maintain an inherited IRA (sometimes called a “beneficiary IRA”) at your organization is an easy way to ...