Welcome to the Future

Support services and tax reporting for IRAs and HSAs have not changed substantially in decades

Until Now.

Everyone at Superior has been great with helping us
Hillary in Statesboro, GA
All is good
Everyone on your staff was very helpful with year-end reporting. Since going with Superior, we now file our State Withholding electronically.
Doreen in Freehold, NJ
We are very happy in our interactions with Superior, lots of positive comments from staff and customers.
Maria in Florence, MA
Superior staff have been great to work with as things come up.
Alison, Lori and I are great chat buddies. The chat feature is priceless. Love the ease of it!
Fran in Lawrenceville, GA
Wonderful things
We have heard wonderful things from our members as well as employees about the IRA forms as well as the Superior website.
Joann in Ticonderoga, NY
Still can't believe how easy it is
Everything is going well. I can’t believe it’s been almost a year already since the switch. The staff still can’t believe how easy the site is to use.
Jen in DuBois, PA
One of the best things we have ever done
The move to Superior was one of the best things we have ever done. Not only has the platform reduced errors and the time spent on transactions, the conversion process to Superior was painless and simple.
Sandy in Minnesota
Their team is so friendly and helpful.
Their system is also very user-friendly and has greatly reduced the time spent with members on transactions. The streamlined transaction workflows are easy to use and give our staff more confidence in doing IRA transactions.
Credit Union in Hawaii
Implementation couldn’t have been any smoother. This was a project completed in record time for us with little hiccup. Their whole team was supportive through every step of getting used to the platform, and as a one-man-band for managing these accounts it has truly alleviated a lot of stress from my workload.
Alexis in New York
All is good
All is good. Your team is great.
Liz in Solvay, NY
You and your team have done a fabulous job
You and your team have done a fabulous job with the company.  If I ever have a question, I get a very quick response which I really appreciate!
Kim in Caribou, ME
Everything is going well
Everything is going well with my Team in regards to using Superior.
Jessica in Beavercreek, OH
We are very happy with Superior!
We are very happy with Superior!!  Things are going well and I really appreciate the chat feature, it is so helpful when a member is sitting in front of you and asks a question and I don’t have an answer.
June W. in Lancaster, PA
Superior has been great
Superior has been great so far, zero complaints!
Collette in Wethersfield, CT
I have assisted a couple of reps who have used the live site. They all had the same reaction. They have expressed how easy it is to use, and they feel like they are forgetting something because of the simplicity!
Shannah in Butler, PA
Glad we switched
Everything is good with Superior. I am so glad that we switched to Superior.
Rhonda in Hinesville, GA
Nothing but positive feedback from staff
We are very happy with the conversion to Superior! I’ve been receiving nothing but positive feedback from the branch staff, which is great.
Julie in Valdosta, GA
Service team is amazing!
I want to brag on your service team who responds to the chats, because they are amazing! They are always quick to respond, friendly, helpful, and give us the assistance we need whether it's a big issue or a simple question.
Bethany in Springfield, MO
Superior is a pleasure to work with
Everyone at Superior have been a pleasure to work with. So nice and patient with us!
Kim in Greenbelt, MD
Everything is good
Everything is good with Superior. We are happy with the change from our other provider.
Desiree in Key West, FL
I have worked with other platforms and Superior IRA is far above the rest. It is extremely user friendly! This platform walks you step-by-step through the process, which takes the guess work out of the equation. Superior IRA makes the process so simple to follow. If you do have any questions, the customer service it top-notch. They take the time to help you through your issue and they never make you feel like you have a dumb question. I highly recommend Superior IRA.
Jackie in Minnesota
Nothing but glowing remarks! Our analyst really appreciates the customer service she receives when she has a question.  With Superior’s guidance she’s becoming more and more knowledgeable.  I’ve witnessed her confidence grow.  I can assure you she was not receiving the same quality of assistance or guidance from our previous vendor.  In todays world that speaks volume as we all know customer service is at an all time low.
Cindy in Morrisville, NC
Wooden shapes puzzle toy for children

One Size Does Not Fit All

Superior IRA & HSA offers tiered solutions for servicing and supporting your IRA and HSA business leveraging the most revolutionary technology platform in the history of IRAs and HSAs

Our Solutions

We offer graduated service packages to fit your institution’s specific needs.

Silver

Enhanced and intuitive transactional workflows for IRA and HSA accounts

Green

Streamlined beneficiary claims and RMD services

Black

IRS tax reporting and withholding notices

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