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.

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.

ComplianceHeadquarters™

ComplianceHeadquarters™ offers regulatory compliance information in a convenient online format. Through daily Q&As, 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.

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 Internet Document Library

An innovative way to house and access documentation, the IRA Internet Document Library is an electronic library of standard IRA documents hosted by Bankers Systems. You can conveniently access IRA documents whenever you need them from practically any computer with Internet access.

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.