Dear IRA/Pension/HSA personnel:
CWF has published our comprehensive IRA procedures manual since 1987
and our HSA procedures manual since 2004. Excellent IRA administration
starts and ends with excellent procedures consistently followed.
Administering
and servicing IRAs has become more complicated. Administering
each of the four IRA types is different.
There are now more non-spouse beneficiary situations and rollovers,
direct rollovers and transfers are more complicated. IRS reporting
is still complicated.
The purpose of our
IRA and HSA procedures manual is to provide guidance so your institution
may perform its IRA and HSA duties competently and quickly. Understanding
what needs to be done and how to do it is critically important.
We strive to keep things simple.
CWF's comprehensive
IRA Procedures Manual provides IRA personnel with clear, well-organized
information on how to properly process and document IRA transactions.
This manual discusses thorougly the establishment, the making
of all IRA contributions, including rollovers and transfers and
the handling of distributions. Numerous IRA administration forms
are discussed and explained. IRS guidance is thoroughly discussed.
There are times a financial institution wants to do more than
the IRS requires.
CWF's IRA and HSA procedures
manuals complement our consulting services. Often, we are able
to answer more quickly a caller's questions since we will reference
where the subject matter is being discussed in the manual.
Your institution will surely benefit from using
our IRA and HSA procedures manuals. Our manuals come in either
Software or manual format.
Sincerely,
James M. Carlson, J.D.
President
