IRA/HSA Solutions - Ongoing Monitoring & Operations

As with all of your lines of business, your IRA/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 Individual Retirement Accounts, Health Savings Accounts, 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.

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.

HSA Director™

HSA Director™ is a brandable, online administration platform delivered as a hosted solution. It offers modules for individuals, employers, your program administrator, and customer service representatives that streamlines the HSA administration process.

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.

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.

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.

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.