Superior IRA & HSA provides an integrated platform that simplifies IRA and HSA administration, compliance, and reporting.

Synergent® is pleased to announce a new vendor partnership has been formally established with Superior IRA & HSA. As a key partner, Superior IRA & HSA offers an integrated platform that makes Individual Retirement Arrangement (IRA) and Health Savings Account (HSA) administration, compliance, and reporting easier, allowing credit unions to deliver top-notch retirement and health savings services to their members.

“We could not be happier than to have an amazing partner like Synergent as Superior IRA & HSA continues to reimagine how IRAs and HSAs are supported,” said Kevin Boyles, President and Managing Partner of Superior IRA & HSA. “Superior provides a turnkey solution that is much easier for staff and reduces both cost and compliance risk. We are grateful and ecstatic that Synergent chose to partner with us. Synergent and Superior are strongly aligned in terms of our shared mission to provide best-in-class solutions to support the credit union movement.”

The Superior IRA & HSA platform is built around the most modern methods for transactions and tax reporting and is not a retrofitting of a legacy system. They have built their platform with a focus on efficiency and a simplified experience for end-users.

“When considering the benefit to credit unions, choosing to partner with Superior IRA & HSA was an easy choice,” shared Rebekah Higgins, Vice President of Strategic Partnerships for Synergent. “Their comprehensive, easy-to-use platform helps credit unions deliver retirement planning services that exceed members’ expectations. Adding this tool to our toolbox provides credit unions with an integrated solution that complements the suite of services they already are using. We are thrilled to partner with Superior IRA & HSA.”