IRA/HSA Solutions

Developing and maintaining effective compliance and risk management policies is critical to the success of your business.

Employees who are properly trained can help your institution comply with policies and procedures and help provide a smooth transition when there are regulatory changes that need to be implemented.

You can help applicants make the right choices for their situation by gathering information regarding the product and services the customer has with your institution.

Once the specific Individual Retirement Account or Health Savings Account needs of your customer are determined, you will begin to gather information to initiate the transaction.

After the account agreement or application has been completed, the customer will need all the required disclosures and copies of the necessary documents for their new account.

There’s ongoing periodic activity throughout the life of an IRA or HSA account. We can help with additional deposits and withdrawals—such as age 70½ required minimum distribution (RMD) payouts—with our practical, easy-to-use solutions

Comprehensive reporting services help you administer and meet government reporting requirements for your Individual Retirement Accounts, Health Savings Accounts, and other tax-advantaged accounts as well as provide reliable information back to the account owner.

Various services are provided for the account owner throughout the life of the account as well as ongoing monitoring of legislative and regulatory changes to minimize compliance risk.