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CWF's IRAAD Software
- Supports Traditional IRAs
- Supports Roth IRAs
- Supports SEP IRAs
- Supports Coverdell ESAs
- Supports SIMPLE-IRAs
- Supports Self-Directed IRAs
- Totally on-line - no batch processing
- Performs Interest Accrual
- Generates various Customer Notices
- Generates Customer Statements
- Contains several styles of Trial Balancess
- Audits all Transactions
- Creates 5498, 5498-SA, 5498-ESA
- Creates 1099-R, 1099-SA, 1099-Q
- Prepares IRA Disclosure Projections
- Prepares TISA Account Disclosures
- Calculates RMD amounts
- Calculates Pre-59˝ Payments
- Assists with RMD payout elections
- Prepares numerous RMD reports
- Reduces risk of RMD errorss
- Contains in excess of 200 electronic forms
- Creates custom mail-merged correspondence
- Can interface with Host System (optional)
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IRAAD
The Complete In-House IRA Administration System
If you want to maintain direct, in-house control over your IRA account administration, then you’re an excellent candidate for IRAAD.
Processing data for retirement plan administration can be a nightmare of calculation, documentation and filing requirements.
But with the right computer software, your plan administration and recordkeeping can be easier than you ever imagined.
IRAAD is the complete IRA ADministration system that allows for the maintenance and reporting of IRAs, SEP, ROTH, SIMPLE, CESA, HSA, MSA etc accounts to the customer and to the IRS. Contains RMD and Forms functions. Can interface with virtually any host system.
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