In the Self-Administered Program, we provide compliance and operational support for your IRA, HSA, and ESA programs to help you minimize errors and save time.
This program uses a software called IRAdirect®, which is a comprehensive, secure online processing system that facilitates faster, simpler programs by eliminating paper forms. Proven to reduce errors by nearly 80 percent, IRAdirect helps to ensure compliance and improves staff efficiency.
  • Electronic Forms – Eliminates the need for paper forms and provides fast, automatic form selection with wizards for easy completion
  • Program Support Hotline – A toll-free hotline staffed by compliance experts
  • Time-Saving Calculators – Helps staff complete challenging calculations for more accurate projections and transaction decisions
  • Calendar of Important Dates – Keep track of important processing tasks, upcoming training opportunities, and other important dates
  • Marketing Support – Provides help for your marketing efforts, including ready-to-use newsletter articles, ads, web banners, and more

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People Matter. Quality First. Integrity Always.®