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It’s me, the “IRA Queen of Cheat Sheets” to tell you about my exciting partnership that enables me to provide you with even more user-friendly tools and resources that will make your “IRA and HSA” lives just a little bit easier. As you know, the simplification of IRAs and HSAs always been my goal.

My good friends at Convergent Retirement Plan Solutions, LLC have designed amazing IRA and HSA web portals packed with resources that are easily accessible with just the click of a mouse. You will find all the information you will ever need on the IRA and HSA rules, IRS code, beneficiary calculations and even can access training modules. I have used these portals myself to answer and source rules and regulations, and you will get timely email updates on IRA and HSA changes as they occur.

And THIS JUST IN! I have expanded my partnership with Convergent to offer on-demand statement stuffers and brochures, including customer communications covering the new rules brought about by the SECURE Act of 2019. Because of all the questions swirling around these big IRA changes from clients and bankers alike, you’ll love these products that summarize the IRA changes affecting clients, and includes a detailed brochure on each change passed as part of the recently passed SECURE Act. These brochures can be customized with your bank logo. In addition, there is a "Go-To-Guide" to help your internal staff implement these changes, and it is updated on the web as needed.

Simply copy and paste the link: ondemand.convergentrps.com and set up an account to view the products. Make sure you put "SUNWEST TRAINING CORP" in the "Website" section of the account opening screen to get the best deal available.

Patrice M. Konarik

President, Sunwest Training Group

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