Ascensus

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services,supporting over 43,000 retirement plans and 3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts.

Contact your FIPCO account executive at 1-800/722-3498 or fipcosales@fipco.com for more information.

 

Keystate Captive Management

KeyState Captive Management, an affiliate of The KeyState Companies, has partnered with the Wisconsin Bankers Association Employee Benefits Corporation (EBC) to offer a unique bank captive insurance program to Wisconsin banks.  The bank captive program is designed by national accounting firm Crowe Horwath LLP and then administered by KeyState Captive Management.  Banks that fit a certain asset size and earnings criteria can form their own wholly owned captive insurance company to finance risks (that are not commercially insured) in a tax advantaged way.  KeyState and its affiliates have been working with Wisconsin banks for over 22 years providing Nevada investment subsidiary, portfolio management, and asset liability consulting services.  We are pleased to now introduce the bank captive program.

For more information please call or email Josh Miller at 702/598-3738, jmiller@key-state.com.  You may also contact WBA’s Daryll Lund at 608/441-1203.  Visit their website at www.key-state.com.

 

Office Depot

The Wisconsin Bankers Association is pleased to re-introduce a new and enhanced Office Depot program for WBA members. You will have access to the exclusive Business Services Division website, strategic brand name partnerships, multi-billion dollar buying power, and ease in economizing your bank’s operations. You’ll also enjoy customer service from Office Depot’s best national account reps.

Additional member benefits include:

  • Discounts up to 80% off Manufacturers Suggested List Price.
  • A core list of 200+ frequently ordered, deeply discounted products featuring many high use commodity items and bank-specific products.
  • Your own customized list of an additional 75 items using the same steeply discounted pricing matrix as the core list.
  • Free next-day delivery by Office Depot truck or UPS, depending on your location.
  • Access to our website for placement of orders, online catalog, stock availability, order history, product returns, and usage reports.
  • The support of a local account manager who is responsible for total account management customer satisfaction and the support of Office Depot’s national account desk.
  • You’ll also receive discounts on office furniture, print/copy services, custom business forms, stationery supplies, promotional products, lunchroom and janitorial provisions.
  • Your employees will have access to many of these same program benefits through the Employee Purchase Program.

Enroll your business to receive these savings by clicking here.

Individual employees can also take advantage of these discounts for themselves by registering individually using this link.

For more information about this program, please contact sales@wisbank.com.

 

UPS

WBA members can save up to 26 percent off UPS Express air and international shipments. All this with the peace of mind that comes from using the carrier that delivers outstanding reliability, greater speed, more service and innovative technology. UPS guarantees delivery of more packages around the world than anyone, and delivers more packages overnight on time in the U.S. than any other carrier, including FedEx.

For complete details or to sign up, click here. To be assigned an account number for WBA discount eligibility, call 1-800-325-7000 or contact UPS’ Andrew Bosanec at 262/785-7248 or abosanec@ups.com.