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

I have worked with other IRA platforms and have found that 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. If you have any questions, the customer service is extremely knowledgeable and helpful. If you’re looking for a new IRA service provider, I highly recommend Superior IRA.

Jackie in Minnesota

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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.

Welcome to the Future

Until Now.

One Size Does Not Fit All

Our Solutions

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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