Fully-Administered IRA Program

Our Fully-Administered IRA Program offers:

• Online processing with IRAdirect
• Tax reporting
• Periodic payment notification and calculation
• Death benefit claims processing
• Full-time compliance staff
• Access to the IRA Resource Center
• Toll free hotline
• Operating manuals
• IRA Update newsletter

Take the next step:

• Download the Fully-Administered IRA Product Sheet
• View enrollment contracts, cost models and IRAdirect demonstrations  
  (5-digit Credit Union Identification (CUID) number required)
• Return to IRA/HSA Products Page