IMM, Ascensus Form Strategic Partnership

Partnership to establish expedient, secure signing process for IRA
documents with electronic documents, eSignatures

a provider of eTransaction automation solutions for the modern business
enterprise, announced today a new strategic partnership with Ascensus,
the country’s largest independent retirement and college savings service
provider. The companies will collaborate to integrate IMM’s eSignature
technology into the Ascensus Individual Retirement Account (IRA)
platform, IRAdirect®.

By eliminating paper in favor of electronic documents, IRAdirect
will provide organizations a paperless solution for its IRA program.
Integrating eSignatures from IMM will allow Ascensus to expand the
degree of efficiency delivered through IRAdirect, giving
customers and end-user consumers a streamlined, convenient experience
for signing IRA documents and other forms.

“With this partnership we are bringing together two like-minded
companies with common goals: helping organizations apply technology to
improve operations and provide a better overall consumer experience,”
said John Levy, executive vice president of IMM. “We have been working
with Ascensus for quite some time, and delivering our eSignature
technology as an embedded option within IRAdirect elevates our
level of collaboration to support Ascensus’ operational and compliance

IMM’s eSignature technology automatically archives completed documents
and creates a continuous audit trail. These inherent features within the
technology will create new back-end efficiencies and compliance benefits
for Ascensus customers.

“The competitive advantage that comes with the ability to provide a
paperless, eSignature solution cannot be understated,” stated Steve
Christenson, executive vice president of Ascensus. “We are excited to
work with IMM in order to improve operational efficiency on our end
and—most importantly—provide a better and easier overall experience for
our IRA administration clients using IRAdirect.”

About IMM

IMM provides complete eTransaction automation to more than 650 U.S.
organizations. The company’s fully integrated eSignature, eWorkflow,
eLoan and eTeller solutions make transacting easy and convenient for the
consumer while creating a more efficient, cost effective and compliant
business environment. Any organization needing to remove paper and
create mobility within its contract or transaction management lifecycle
can benefit from IMM’s services, including financial services,
healthcare, insurance, real estate, life sciences, government, legal and
education. For more information, visit

About 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 40,000 retirement plans and over
3.3 million 529 college savings accounts. It also administers more than
1.5 million IRAs and health savings accounts and is home to one of the
largest ERISA consulting teams in the country. For more information
about Ascensus, visit

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Sheryl Gudelsky,
Hess, 215-648-1426