Americas - Regional Country Listing
  • Global impacts of IFRS 9, CECL and BCBS 311
    Global impacts of IFRS 9, CECL and BCBS 311
  • HMDA New Rules
    What’s Next for Your HMDA Implementation Plan?
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    Creating a Culture of Compliance: How Do You Stack Up?
  • UDM-white-paper
    Adopting a Universal Data Model

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Wolters Kluwer Financial Services is the leading worldwide provider of comprehensive risk management, compliance and audit solutions for the financial services industry. We empower risk, compliance, finance and audit professionals in more than 15,000 financial services organizations worldwide to make intelligent and clear-sighted decisions in a rapidly evolving global environment.

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IRS Priority Guidance Plan

(Published January 18, 2017) The Internal Revenue Service’s (IRS’s) Priority Guidance Plan indicates there are several items on the IRS’s radar relating to tax-advantaged accounts and employer retirement plans. Guidance that could be released during 2017 may affect individual retirement account and Health Savings Account owners as well as custodians, trustees, and issuers of these products, and employers sponsoring a simplified employee pension or a Savings Incentive Match Plan for Employees of Small Employers IRA plan.

Health Savings Accounts Statistics

(Published January 18, 2017) This article contains Health Savings Account (HSA) statistical data compiled by the Employee Benefit Research Institute (EBRI) that has been collected from various HSA recordkeeping agencies. As of December 31, 2015, the EBRI HSA Database contained four million HSA accounts with total assets of $7.4 billion.

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Leading Solutions to Complex Issues

 
 
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Regulatory Update: What’s On the Horizon?

 
 
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