IRA Solutions - Administration & Reporting

IRA transaction responsibilities include completing reports for your IRA owners, such as the Fair Market Value Report and Form 5498, and submitting government reports, such as annual Internal Revenue Service (IRS) reports (1099-R and Form 5498). Our services help you manage account activity to make administration and reporting easier.

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.

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 Consulting Service

The IRA Consulting Help Line provides reliable information and answers to your questions regarding retirement plan legislative and regulatory changes.