IRA/HSA Solutions

To help you address the ever-changing IRA/HSA regulations and comfortably offer the options that consumers and businesses want, we provide support for all account types, including traditional IRAs, Roth IRAs, Health Savings Accounts, Coverdell Education Savings Accounts (CESAs), simplified employee pension (SEP), and Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) plans. Documents are available in a wide range of products and services.

Better still, as a de novo institution, you qualify for special offers on paper documents and the IRA/HSA Management Center solution.

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.

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.

IRA E-Forms Module

The same trusted documentation delivered in an electronic format that can be merged with your data and printed on your laser printer.

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.