Retirement providers. Recordkeeping-grade accounts.
Retirement accounts are rule engines with balances. A8 Core™ models every retirement type with its statutory rules — limits, eligibility, RMDs, reporting — enforced at the transaction boundary.
The operating problem
The retirement operations problem.
Rule density
Per-type contribution, eligibility, and distribution rules that change annually.
Rollover mechanics
Direct and indirect rollovers with tax reporting riding on the details.
Alternative pressure
Participants demanding assets legacy recordkeepers can’t hold.
Product modules
The A8 Core™ modules this institution type runs on.
Account core
SDIRA compliance
Transfers & rollovers
Tax reporting
Required integrations
Integrations depend on the institution’s partners and contracts; providers are named only when authorized.
Payroll & plan sources
Contribution feeds where plans are involved.
Payments
Distribution rails with withholding applied.
Tax providers
Filing paths for retirement forms.
Control model
Controls the IRS rules assume.
Limit enforcement
Contribution limits checked at posting, per year, per type.
RMD tracking
Required distributions computed and monitored, including inherited schedules.
Withholding
Implementation path
A staged path, gated by evidence — not a big bang.
Load the types
The provider’s retirement menu configured with current-year limits.
Convert histories
Contribution and basis histories migrated with evidence.
Operate
Openings, rollovers, distributions, and reporting on-platform.
Example workflow
An indirect rollover, correctly reported.
Status & dependencies
Module maturity varies and is labeled honestly — see product status. Availability of any account type or workflow depends on the institution’s legal authority, configuration, contracts, and policies.
See it on your account model.
A tailored session walks your accounts, workflows, and integrations through the platform.