We are pleased to present our latest catalog of CWF’s pension products and services. All forms, manuals, and software have been updated to include the most recent IRS rules and regulations.

More and more financial institutions are realizing the benefits of electronic forms software. Use of electronic forms eliminates the need for paper inventory and also eliminates the worry over whether or not the most current form is being used. CWF’s IRA Laser Form System also has many speciality forms available for situations which occur infrequently. All forms are updated as necessary to remain in compliance, and a compliant form is always available at your fingertips. Many financial institutions are also finding that it is more cost effective to outsource IRA administrative tasks than to perform those in-house. CWF offers reasonable fees for IRA, HSA, and Coverdell ESA administration. We believe that informing your customers of the advantages of the tax-preferred accounts which your institution offers is part of providing excellent customer service.

CWF offers a variety of brochures which use plain English to describe the complex and sometimes hard-to-understand rules of IRAs, Coverdell accounts, HSAs, etc., to aid your institution in informing customers and potential customers about these accounts. CWF has both paper and electronic versions of its brochures available. By aggressive marketing of its tax-preferred accounts, your financial institution will most likely realize increased deposits. With future IRA changes almost a certainty (including possibly raising the RMD age to 75), you will want your personnel to be aware of new rules and regulations.

CWF is here to help you in that endeavor. We recommend our Hotline Consulting, IRA Procedures Manual, and electronic Form System as the minimum services an institution should have.