Implementation Consulting Services | Wolters Kluwer Financial Services
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      Deep domain expertise to meet your unique requirements
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      Industry veterans with implementation expertise
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      Our Solutions, Your Environment
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      Training that drives your success
     

What we offer

  • Investing in a risk and compliance solution is a strategic decision – one that involves change, cost and risk. During implementation key processes are mapped, internal solutions are integrated, and strategic requirements are gathered, creating multiple potential points for delay, cost-overruns and failure. We understand these risks and our implementation experts know exactly how to mitigate them. Our singular focus is helping you succeed. We do this by forging long-term partnerships, where communication and collaboration ensure that obstacles are removed, risks are mitigated, and the path toward successful adoption is paved.

    We provide support throughout the engagement with management expertise and guidance. With deep industry knowledge, our implementation consultants will identify opportunities, avoid risks, and add value throughout every phase of a project. You can be assured that our implementation experts always make your interests their priority.

Explore Insights

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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