Page 34 - June 20, 2024 Bulletin

North Dakota Bankers Association Selects Superior IRA & HSA as

Exclusive, Endorsed Partner for IRA and HSA Training and
Administration

As of June 1, 2024, Superior IRA & HSA, LLC is the newly endorsed partner for IRA and HSA training and
support services for NDBA member banks. Superior provides a broad array of support solutions to assist
the banks of North Dakota with their IRA and Health Savings Account programs. Superior has built the
most modern, efficient, and cost-effective platform in the history of the industry utilizing cloud-based,
API-driven technology. Seventeen North Dakota banks have already partnered with Superior IRA & HSA.

IRA & HSA Training
Superior is also partnering with NDBA to provide in-person training for IRAs and HSAs, like what has
been offered in previous years. There are sessions scheduled in Bismarck and Fargo coming up in
October, including IRA Fundamentals (full day), Advanced IRAs (full day), and HSA Workshop (1/2 day).
Heidi LeMieur, industry veteran and Superior’s Head of Compliance & Training, will be conducting
these sessions. Heidi has 25+ years of experience training and speaking on IRAs, HSAs, and retirement
plans and has conducted training sessions all over the country. She joined Superior in early 2023.

Exceptional Service
Superior has reimagined the service model for IRAs and HSAs, using a blend of technology and good
old-fashioned experience. Our client support team has an average of over 16 years of experience
supporting IRAs and HSAs. Superior offers the classic telephone support that most banks are used to,
but also offers live chat during normal business hours, support via email, and 24-hour access to our
online knowledgebase. Our average wait times consistently clock at less than 60 seconds.

Today’s Technology
Superior’s cutting-edge and highly-configurable platform facilitates transactions utilizing a modern
and staff-friendly user interface. The streamlined workflows check compliance thoroughly through
every step of a transaction and are designed to only show options that are relevant to the specific
customer doing the transaction. The removes the guesswork commonly involved when staff do IRA
and HSA transactions on outdated third-party platforms or on most core systems. Simplified
workflows reduce staff’s anxiety when doing transactions such as contributions, distributions, and
setting up new accounts.

Superior Results
Superior’s innovative solutions offer your bank an opportunity to “leave the driving to us” by offering a
fully administered option. Superior can take on the complicated components of servicing IRAs and
HSAs, such as tax reporting, beneficiary claims, and Required Minimum Distribution (RMD) support.

Contact Jason Bain today to learn more
about how Superior can assist your bank
with IRAs and HSAs.

jason.bain@superiorira.com
(218)-330-5099
www.superiorira.com

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