Your SECURE Act resource

With the SECURE Act now signed, there are a ton of questions and action will be required by Financial Institutions to comply. We have you covered. From articles to FAQs, we'll be sharing the latest industry news along with tools to help you comply with the new law. Visit us here frequently and be sure to sign-up for our email alerts so you can be the first to know important updates!

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SECURE Act Email Alerts
SECURE Act Educational Webinar
Join us for a comprehensive, educational, webinar that will explain the changes made to IRAs as a result of the SECURE Act. Rest assured, we’ll let you know what you should concentrate on first and will give you the comfort level needed to navigate through the most significant piece of IRA legislation in nearly 20 years.
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On-Demand IRA Video Training
Train Employees from the comfort and ease of your office. No travel, no out of office scheduling. Try the on-demand video training to get your team up-to-speed on the SECURE Act changes.



 
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Account Recordkeeping
Our Account Recordkeeping Services is like outsourcing the back-office operations of your IRA/HSA business to us. This offering will assist you in eliminating reporting errors by putting transactions through dozens of electronic compliance checks to help ensure that each transaction is properly recorded.

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IRA Library
Need a tool where new IRA administrators or other team members can look up specifics on your IRA products and processes? You found it! This reference collection explains each aspect of day-to-day IRA transactions, including: eligibility, deductibility, rollovers, transfers, distributions, reporting, and more.

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Consulting
Our 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.
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IRA Paper Forms
From establishment documents to amendments, we have it! Check out our online catalog. If you don’t see the form you need – contact us, we’re here to help!

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NEW SECURE Act Customer-Facing Brochure
Coming Soon – Want to know when? Make sure to sign-up for the Email Alerts!


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View our SECURE Act frequently asked questions
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