|Stacy Torkelson is a Consultant with the Ascensus ERISA Compliance Department. As a Consultant, she assists clients with technical compliance questions through Ascensus’ 800 Consulting Service. She also instructs Ascensus’ webinars and various Ascensus-sponsored seminars nationwide. Her expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, flexible spending arrangements, health reimbursement arrangements, 125 plans, and various employer-sponsored retirement plans, such as 401(k) plans, 403(b) plans, SEP plans, and SIMPLE IRA plans.
Ms. Torkelson holds a Bachelor of Arts degree in marketing from the University of St. Thomas in St. Paul, MN, and a postgraduate diploma in legal practice from the College of Law in London, United Kingdom. She has earned the designation of Certified IRA Professional (CIP) from the Institute of Certified Bankers, the designation of Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries, and the designation of Certified Flexible Compensation Instructor (CFCI) from the Employers Council on Flexible Compensation.
Ascensus helps people save for what matters—retirement, education, and healthcare. With more than 40 years of experience, Ascensus offers tailored solutions that meet the needs of financial institutions, state governments, financial advisors, employers, and individuals. Ascensus supports more than 113,000 retirement plans, more than 6 million 529 education savings accounts, and a growing number of ABLE savings accounts. Ascensus also administers more than 1 million IRAs and more than 701,000 consumer-directed health (CDH) plans. As of September 30, 2021, Ascensus had more than $412 billion in total assets under administration. For more information about Ascensus, visit www.ascensus.com.