IRA/HSA Solutions - Administration & Reporting

IRA and HSA transaction responsibilities include completing reports for your account 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.

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/HSA Consulting Services

This service provides reliable information and answers to your questions regarding health savings account and retirement plan legislative and regulatory changes.

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.