IRA/HSA - Staff Training

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. Equally important, properly trained employees are better able to provide a high level of service and support by quickly answering your customers/members questions and providing them with the appropriate deposit solutions to meet their needs.

Compliance Trends Telephone/Internet Training

Our telephone/Internet training combines the timeliness and interactivity of a live seminar with the convenience and affordability of on-site training. A variety of training topics allow you to select the sessions that best meet the needs of your staff and your organization.

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.

e-Learning Solutions

e-Learning Solutions offer reliable compliance-based training courses that are developed specifically for banks and credit unions. Course content is professionally designed and includes modules and case studies with interactive functionality such as review activities, scenarios, and game-based testing.

IRA Library

The IRA Library is written and maintained by people who work with IRA rules and regulations every day and provides a quick, up-to-date reference to help ease the process of retirement plan administration.

IRA/HSA Consulting Services

This service provides reliable information and answers to your questions regarding health savings account and retirement plan legislative and regulatory changes.

Live IRA Seminars

Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans.

Software Training and Professional Services

Our Professional Services - Product Training Department offers a variety of training events, held at our Training Centers in St. Cloud, MN, and Minneapolis, MN regional locations, or at your own financial organization.

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. It’s 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.