Posted June 23, 2022 — One of the most difficult aspects of reporting IRA and qualified retirement plan (QRP) distributions is determining the proper distribution codes to enter in Box 7
Posted May 27, 2022 — Whether its your first exam or twentieth
Posted May 26, 2022 — I frequently get asked, “How do I or my other non-technical staff help keep my institution safe from electronic threats?”
Posted March 28, 2022 — Financial institutions have had to update processes in a growing digital world while discerning how to manage and maintain customer relationships.
Posted February 25, 2022 — I remember the first time this quote really sank into my psyche.
Posted February 25, 2022 — Years ago, IRA owners could take multiple distributions and roll them over in the same year—as long as they rolled over only one distribution per IRA.
Posted February 25, 2022 — Cloud Application Security Best Practices: Here are several important best practices that all SaaS customers should practice.
Posted January 27, 2022 — Time to Gear Up for First-Quarter Reporting Requirements
Posted January 27, 2022 — An elderly bank customer says she needs to send $10,000 to her grandson, who called from Mexico frantically claiming that’s how much money he needs to get out of jail.
Posted December 23, 2021 — Community Heroes is focused on public employees and professional who face challenges in buying homes in or near the places where they work.
Posted December 7, 2021 — Hispanic homebuyers powered 50% of homeownership growth in the decade leading up to 2020.
Posted November 1, 2021 —
Posted October 1, 2021 — Much of today’s digital financial services world revolves around fintech companies and their use of application programming interfaces (APIs), which enable open banking platforms to incorporate more innovation and accountholders to personalize experiences. An overwhelming percentage of APIs now utilize REST (Representational State Transfer) architecture, which provides scalability and flexibility if connected properly.
Posted September 1, 2021 — Millennials are the largest generation and, despite hurdles,
continue to be the most likely to buy a house.
Posted August 2, 2021 — Keeping your network secure in the current climate of internet assault is no small job.
Think back – how little has changed. In 2001, server-based worms were estimated to have cost private industry almost $3 billion. Code Red alone infected 359,000 servers in under 14 hours, and within 24 hours of Nimda, 50 percent of the infected hosts went offline. Fast forward to today and the exponential increase in breaches, how much is really that different?