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Documents and solutions to open, manage, and support Traditional, Roth, SIMPLE, SEP IRAs, Coverdell Education Savings Accounts (CESA), and HSAs.
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 2025, 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 With these resources, you can quickly spot outdated content and ensure your compliance documents meet current regulatory standards.
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.
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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