Anna assists clients with technical compliance questions through Ascensus’ 800 Consulting Service, instructs internal training, prepares plan documents and plan document reviews. Her expertise includes employer-sponsored retirement plans, such as 401(k) plans and 403(b) plans, SEP plans, SIMPLE IRA plans, as well as Traditional IRAs, Roth IRAs, Coverdell education savings accounts and health savings accounts. Reach the team at [email protected].

Ascensus is an associate member of the Indiana Bankers Association.