Manage and support your Individual Retirement Account (IRA), Health Savings Account (HSA) and Coverdell Education Savings Account (CESA) business with services and solutions from Wolters Kluwer Financial Services. From application documents and disclosures to back office recordkeeping and consulting services to full-scale marketing programs, our solutions help you streamline your operations.
Wolters Kluwer Financial Services provides the documents and solutions your organization needs to open, administer, support, and promote traditional, Roth, SIMPLE, and SEP IRAs along with Coverdell Education Savings Accounts (CESA) and Health Savings Accounts (HSA).
Sample IRA Rollover Agreement for Terminated PlansSample Traditional IRA Rollover Agreement for Mandatory Distributions
Our toll-free Consulting Service provides quick access to reliable information from experienced consultants. We’re ready to answer questions, help you understand reporting requirements, and explain regulatory changes. Save time—99 percent of all questions are answered on the first call— and feel secure knowing you have a place to turn for answers.
Outsource the complex and burdensome tasks of administering tax-advantaged accounts with our Account Recordkeeping Services. Our system of electronic and manual checks help you eliminate reporting errors. We provide required reports for the IRS, your IRA owners, and your organization. We’ll also help you manage required minimum distributions and keep you informed of regulation and reporting changes, new requirements, and other news. Plus, our wide variety of reports help you analyze your accounts so that you can determine how to grow your program.
Our live seminars, live and recorded webinars, and tailored training programs educate your staff on all aspects of tax-advantaged accounts. Learn from the best in the industry—our instructors are IRA, HSA, and CESA experts who also manage our Consulting Line and develop documents and training materials. We offer two sessions to cater to beginner and advanced IRA professionals. Our IRA Principles seminar was developed for those who are new to IRAs or looking for a refresher course. Our Advanced IRA seminar was developed for those who understand the IRA basics but want a deeper understanding of the rules and regulations as they apply to IRA and HSA administration. We also offer tailored IRA and HSA seminars at your institution and customize the training to your specific needs.
Do you charge an annual maintenance fee on IRAs?
