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Deposit Origination Solutions

From front-end policy development and training through back-end monitoring and reporting, our solutions address your needs throughout the deposit and IRA workflow. Each is designed to help you comply with regulatory requirements and limit business risks as efficiently as possible when opening and maintaining accounts.

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IRS Priority Guidance Plan

(Published January 18, 2017) The Internal Revenue Service’s (IRS’s) Priority Guidance Plan indicates there are several items on the IRS’s radar relating to tax-advantaged accounts and employer retirement plans. Guidance that could be released during 2017 may affect individual retirement account and Health Savings Account owners as well as custodians, trustees, and issuers of these products, and employers sponsoring a simplified employee pension or a Savings Incentive Match Plan for Employees of Small Employers IRA plan.

Health Savings Accounts Statistics

(Published January 18, 2017) This article contains Health Savings Account (HSA) statistical data compiled by the Employee Benefit Research Institute (EBRI) that has been collected from various HSA recordkeeping agencies. As of December 31, 2015, the EBRI HSA Database contained four million HSA accounts with total assets of $7.4 billion.

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What’s On the Horizon? Our Quarterly Look Ahead on U.S. Banking Compliance