Is this a Rollover? Is this a Transfer? Can I quit my job now???!!! Many banks underestimate the importance of know the difference between an IRA Rollover and an IRA Transfer. Does it make a difference?
Many CSRs cringe when their deposit account customers say “We’ve got a trust now and we want to put our accounts into it” or “I want to open an account in my trust’s name.” Add in successor trustee issues, amendments, revocations, and customers who
Get ready for what’s next concerning HSAs. Fundamental improvements to HSAs are expected in 2017 as a result of President Elect Trump’s stated goal of replacing the Affordable Care Act with Health Savings Accounts in his first 100 days.
Learn the most important points in operating an HSA program for employer groups. Opening HSAs for groups is not the same as individual HSAs. Failing to know the differences could destroy the trust of a key business you serve.
HSAs are more important than ever with a strong record of growth in both number of accounts and assets. HSAs give financial institutions a new deposit source in the huge and growing healthcare marketplace.
Many capable individuals inherit the IRA, HSA, and CESA departments when someone retires. You, as the new IRA coordinator , find that the one day of training at a local workshop was not enough for you to be the administrator of an IRA Department.