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News

RMD Age Delayed to 73 in 2023

Posted February 24, 2023 — If your financial organization is like most across the country, your team has been fielding questions from IRA owners since the SECURE 2.0 Act of 2022 was signed into law on December 29, 2022.

FIPCO Serves Their Compliance Concierge® Customers With Software Updates

Posted February 24, 2023 — Customers have always been, and will always be, top on the minds of FIPCO staff members.

Delivering a Better Customer Experience

Posted January 27, 2023 — To say the least, the last couple of years were out of the norm for the banking industry.

Handling Name and Signature Inconsistency in Documentation

Posted January 27, 2023 — Banks consider document type, purpose, relevant rules. By, Scott Birrenkott

Encouraging Retirement Saving in the Gig Economy

Posted December 27, 2022 — Trust the Experts, We'll help you navigate change so your business can thrive.

Managing Online Stop Payment Orders

Posted December 27, 2022 — Ensuring satisfactory written instruction for electronic payments

HSAs, an Opportunity for Mutual Benefit

Posted October 31, 2022 — Why do individuals open HSAs?

Passwords: Ensuring Secure Data

Posted October 27, 2022 — How you can be your own best first line of defense against hackers

Recent Court Action Overturns Closed-End Loan HMDA Reporting Threshold for Exempt Institutions

Posted October 27, 2022 — A D.C. Disctrict Court has invalidated the legal exemption threshold for reporting closed-end loan data for HMDA purposes.

The Importance of Communication: How to Assist the Non-Technical in Understanding Technology

Posted October 3, 2022 — Part 2 in a series of how every member can learn to communicate effectively about technology

Repaying Coronavirus-Related Distributions (CRDs): How Your Clients May Catch Up

Posted August 24, 2022 — On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law as the largest relief package in U.S. history.

The Importance of Communication: How to Understand Technology for the Non-Technical

Posted August 24, 2022 — Part 1 in a series of how every member can learn to communicate effectively about technology

Notice of WBA's Response to New CFPB Advisory Opinion

Posted July 28, 2022 — As FIPCO™ products and services allow users to access credit reports from credit reporting agencies ...

IRS Form 1099-R: Which Distribution Code Goes In Box 7?

Posted June 23, 2022 — One of the most difficult aspects of reporting IRA and qualified retirement plan (QRP) distributions is determining the proper distribution codes to enter in Box 7

Your next exam is scheduled. Are you prepared to handle it?

Posted May 27, 2022 — Whether its your first exam or twentieth