Our risk management solutions were created solely for financial services and deliver the processes, best practices, regulatory intelligence, and analytics required by this highly regulated industry.
Our compliance management solutions enable organizations to balance the mounting regulatory and risk management obligations with improving business performance.
Our finance solutions deliver the processes, best practices, regulatory intelligence, and analytics required by this highly regulated industry.
Our audit solutions empower audit departments of all sizes to more efficiently manage the audit process, spending less time documenting and reviewing and more time providing value-added services.
(Published July 19, 2017) On June 30, 2017 the Internal Revenue Service released Chief Counsel Memo 2017-18 addressing the rollover of individual retirement account (IRA) distributions made to an IRA owner from a failed financial institution. The Memo indicates that a distribution made from a failed financial institution by the FDIC as receiver is generally disregarded for purposes of applying the one-per year rollover rule.
(Published July 19, 2017) Several factors play a role in determining how much in retirement savings an individual will accumulate. Understanding the significance that age plays in retirement planning works to an individual’s advantage.