IRA Solutions - Additional Transactions

There’s ongoing periodic activity throughout the life of an IRA account. We can help with additional deposits and withdrawals—such as age 70½ required minimum distribution (RMD) payouts—with our practical, easy-to-use solutions.

ARTA® Deposit Documentation System

ARTA Deposit is designed to help streamline your operations, making it easier for you to handle high-volume, routine IRA and deposit transactions. It supports traditional, custodial, and trust IRAs; Roth custodial and trust IRAs; and various transactions involving contributions, distributions, rollovers, direct rollovers, transfers, conversions, recharacterizations, age 70½ elections, and election of payment by beneficiaries.

ComplianceOne™

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

IRA E-Forms Module

Documents from Wolters Kluwer Financial Services | Bankers Systems can help simplify IRAs for you and your account owners throughout an IRA account cycle. We provide the solutions you need to establish traditional IRAs, Roth IRAs, and Coverdell Education Savings Accounts, and process ongoing account transactions.

IRA Internet Document Library

An innovative way to house and access documentation, the IRA Internet Document Library is an electronic library of standard IRA documents hosted by Bankers Systems. You can conveniently access IRA documents whenever you need them from practically any computer with Internet access.

IRA Management Center®

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