IRAs can mean significant deposits and enhanced profitability for
financial institutions. Customers retirement assets are extremely
important to them, and they must be assured that these assets
are being handled properly. The IRS also demands strict compliance
with IRA rules and regulations.
To properly administer IRAs,
financial institutions must be equipped to satisfy both their
customers and the IRS.
Administering IRAs often means
using the services of an outside administrator. In today's
tighter, more competitive IRA market, finding qualify administrative
services at a reasonable price is a key of having a profitable
Collin W. Fritz and Associates
is committed to being your partner in helping you offer quality
service at an affordable price. We have the technical expertise
to properly administer your IRAs, at prices that are very
We can accept information either
electronically or on printed materials. Reports can also be
submitted to you either electronically, or we will ship them
to you as necessary.
We can customize interfaces
into your existing Host system eliminating tedious data entry.