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.
properly administer IRAs, financial institutions must be equipped
to satisfy both their customers and the IRS.
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 IRA program.
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 reasonable.
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.
can customize interfaces into your existing Host system eliminating
tedious data entry.