System Security
Confidently use our SAS 70-certified online system, built on the same security technology incorporated into our other trusted solutions.
Recordkeeping services features
Web Site Links
Electronically access compliance and educational information, reducing paper waste and waiting time.
Message Center
Securely exchange confidential information between your financial organization and our knowledgeable staff. Easily submit and upload account owner and transaction information for processing.
Online Record Keeping Reports
Quickly select from many report options and receive reports securely, eliminating the risk of your account owner data being compromised.
Account Owner and Beneficiary Information
Instantly access account owner information, including account summaries, demographics, required minimum distribution (RMD) information, and much more.
Account Maintenance
Easily input account owner and beneficiary information, contribution and earnings information, and make other changes to existing accounts online.
Annual Reports
View annual reports online, such as the IRS Forms 1099 and 5498 series, and save copies of each report to your own system for permanent retention, eliminating the need to find storage space for paper reports.
Miscellaneous Reports
Review your accounts with up-to-date and on-demand reports covering demographics, balances, distributions, federal withholding, and much more.
Additional services
Dedicated Administrator
A veteran staff member will be assigned to your account and will be available to answer questions regarding your specific accounts, submitting data, corrections, use of the system, reports, etc.
Technical Consulting
You will also have access to our experienced consultants for answers to regulatory or compliance questions about IRAs (including Simplified Employee Pension and Savings Incentive Match Plan for Employees), HSAs, and CESAs.
Compliance Edits
We apply extensive compliance edits to check for such things as eligibility, contribution limits, age limitations, and aggregate limits across multiple accounts.
RMD Calculation and Reporting
We help manage accounts in RMD status by calculating the RMD and providing monthly reports to track year-to-date RMD status and provide account owner notices to help you satisfy Internal Revenue Service requirements. We also calculate and provide notices for beneficiary RMDs.
Mailing Service
For a small additional fee and applicable postage, we will send the 1099 and 5498 series, Fair Market Value, and RMD reports and statements directly to your account owners and/or their beneficiarie
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Manage and support your Individual Retirement Account (IRA) and Health Savings Account (HSA) business with services and solutions from Wolters Kluwer.