Whether your account owner has a quick question, you need help with reporting requirements, or you want clarification on recent regulatory changes, our Consulting Service is always just a phone call away. Our consulting staff can assist you with questions concerning: Contribution Eligibility, Contribution Limits, Rollovers and Transfers, Distributions, Recharacterizations, IRS Penalties and more and is available to answer your calls from 7 a.m. to 6 p.m. (CST) Monday through Friday (excluding holidays and meeting times).
Account Recordkeeping Services
Our Account Recordkeeping Services allow you to confidently offer Individual Retirement Accounts (IRAs), Health Savings Accounts (HSAs), and Coverdell Education Savings Accounts (CESAs), while outsourcing the back office operations to us.
Consulting Services
Our
toll-free Consulting Service provides quick access to reliable
information from experienced consultants. We’re ready to answer
questions, assist with reporting requirements, and explain regulatory
changes. Save time and get the right answer the first time—99 percent of
all questions are answered on the first call. You can feel secure
knowing you have a place to turn for answers.
Onesumx® Policies and Procedures
Saving compliance professionals time by streamlining the maintenance of policies and procedures.
Every institution faces challenges in assembling, revising and distributing policy manuals. We created the Policies and Procedures solution to automate the process and provide much needed visibility and accountability.