To properly administer IRAs, financial institutions must be equipped to satisfy both your clients and the IRS. CWF’s IRA Department will work with you and your financial institution. CWF has the expertise and flexibility to quickly respond to compliance changes—multiple layers of company administration don’t have to be traversed in order to implement needed changes—eliminating problems with lagging compliance issues. For example, CWF will take care of all your time-consuming IRA governmental reporting, documentation, account processing and administration. You can concentrate on growing the number of your IRA accounts and deposits.

Keeping abreast of current rules and compliance regulations can be very time consuming. The larger data processors don’t seem to have the time to do it correctly. CWF has the technical expertise and experience to properly administer your IRAs and other tax-preferred accounts, at prices that are very reasonable.

Our IRA and CESA Administration service provides IRS, operations, customer and management reports, as well as support services including consulting, monthly newsletter subscription, IRA Procedures Manual and IRA FormSystem software.