IRA/HSA Solutions - Ongoing Monitoring and Operations

As with all of your lines of business, your Individual Retirement Account (IRA) and Health Savings Account (HSA) processes need ongoing monitoring of legislative and regulatory changes. They may require additional reporting to account owners and assistance with the age 70½ RMD payouts and beneficiary options.

Account Recordkeeping Services

Comprehensive reporting services help you administer and meet government reporting requirements for your IRAs, HSAs, and other tax-advantaged accounts.

IRA/HSA Management Center

If you’re still documenting your IRAs or HSAs manually—or aren’t completely satisfied with the efficiency and ease of your automated solution—the IRA/HSA Management Center; solution offers a better way. It’s an online tool that helps make documenting easier and less prone to mistakes.

ComplianceOne™

A comprehensive software solution that integrates documentation, compliance, and data within a common database structure that provides enterprise-wide access to customer/member information at each step of the process.

ARTA® Deposit Documentation System

ARTA® Deposit is designed to help you manage routine and high-volume deposit and IRA accounts efficiently, while also helping reduce your risk and improving your compliance effectiveness.

IRA/HSA Internet Document Library

The IRA/HSA Internet Document Library is an electronic library of standard IRA and HSA documents. You can conveniently access documents whenever you need them from practically any computer with Internet access.

ComplianceHeadquarters™

ComplianceHeadquarters™ offers regulatory compliance information in a convenient online format. Through compliance point news bites and in-depth articles, ComplianceHeadquarters is your one-stop shop for up-to-date compliance information.

Health Savings Account Answer Book

The Health Savings Account Answer Book is a comprehensive resource that offers quick, accurate answers to almost any question regarding HSAs. Its easy-to-read Q&A format includes examples, forms, tables, and other practical features.

HSA Guide

This user-friendly reference manual helps your staff better understand HSAs. It includes information regarding account establishment and on-going administration, plus sample documents and a listing of IRS sites.