Materials and solutions to help you ensure compliance and maintain trust with your tax advantaged account holders

Documents and solutions to open, manage, and support Traditional, Roth, SIMPLE, SEP IRAs, Coverdell Education Savings Accounts (CESA), and HSAs.

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Why send amendments:

Helpful resources:

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Ensure consistency in contracts, agreements, and disclosures across all accounts
Keeping clients informed is crucial to avoid inconsistent rules across their accounts. Without timely updates, some clients may be unaware of changes to regulations governing IRAs, HSAs, and CESAs, leading to compliance risks.
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Leverage the latest content to benefit all accounts
Product changes, driven by new laws or improved offerings, should be applied to all accounts. For example, updating your traditional IRA disclosure to allow contributions after age 70½ ensures both compliance and enhanced client service.
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IRA Consulting Services
Take advantage of expert guidance from our team with over 160 years of combined experience in tax advantaged accounts. you’ll get instant access to a team of seasoned consultants who can provide clear, actionable answers on a wide range of topics, including Individual Retirement Arrangements (IRAs), Simplified Employee Pension (SEP) plans, Savings Incentive Match Plan for Employees (SIMPLE) IRA plans, and Coverdell Education Savings Accounts (CESAs).
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IRA on-demand trainings
Wolters Kluwer is pleased to offer convenient, educational solutions to help ensure your staff is prepared for the complex world of Tax Advantaged Accounts, offering both single session trainings or on demand streaming subscriptions.

Are you up to date with all the recent changes?

Navigating regulatory compliance when it comes to your content can be complex, especially with evolving requirements. To help you stay informed and compliant, we’ve developed a series of downloadable Health Checks. These resources provide a comprehensive overview of the changes we’ve made to key compliance documents between 2020 and 2024, offering you a clear snapshot of what’s changed and why it matters.

Each Health Check is designed to help you keep your documentation accurate and up to date. These tools clearly outline what is new and what needs attention. With these resources, you can quickly spot outdated content and ensure your compliance documents meet current regulatory standards.

Traditional Beneficiary IRA documents compliance health check
This document provides a detailed summary of compliance changes to Wolters Kluwer Traditional Beneficiary IRA documents.
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SIMPLE IRA documents compliance health check
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This document provides a summary of compliance changes to Wolters Kluwer SIMPLE IRA documents.
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Roth IRA
documents compliance health check
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This document provides a detailed summary of compliance changes to Wolters Kluwer Roth IRA documents.
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Roth Beneficiary IRA documents compliance health check
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This document provides a detailed summary of compliance changes to Wolters Kluwer Roth Beneficiary IRA documents.
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Traditional IRA documents compliance health check
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This document provides a summary of compliance changes to Wolters Kluwer traditional IRA documents.
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Download Now

Get started today

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Request Amendment
Request IRA Amendments Quote
Order Documents
Order Documents

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