In order to guarantee 2016 processing please submit appropriate information, balanced funding and fees by the following deadlines:
Full Service or Premier IRA Service (with two participant notifications) 11/15/2016
Full Service or Premier IRA Service (with one participant notification) 11/30/2016
Payment Processing Only, Express Default IRA or Tax Payments 12/23/2016
1099-R ONLY 1/13/2017Funding remittance instructions have been updated. After logging in to the system, please click on the Quick Link Item "Check and Wiring Instructions" for new information.