IRA/HSA Solutions - Additional Transactions

There’s ongoing periodic activity throughout the life of an IRA or HSA 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.

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.

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 Servicescan 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.

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.

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.