Sharetec and Superior IRA & HSA Partner to Simplify IRA and HSA Administration for Credit Unions

Credit unions gain modern, cost-efficient way to manage retirement & health savings programs, with less staff time, lower compliance risk and responsive support

FORT WAYNE, IN, UNITED STATES, October 20, 2026 /EINPresswire.com/ — Sharetec, a core and digital banking provider serving credit unions exclusively, today announced a partnership with Superior IRA & HSA, a fintech company that modernizes Individual Retirement Arrangement (IRA) and Health Savings Account (HSA) administration, compliance and reporting for financial institutions. The partnership gives Sharetec credit unions a simpler, more cost-efficient way to deliver retirement and health savings services to their members.

IRA and HSA programs carry some of the most complex compliance and tax reporting requirements of any product a credit union offers. Superior’s platform was built from the ground up around modern transaction and tax reporting methods, with a focus on efficiency and a simplified experience for branch staff. The platform is SOC 2 Type 2 compliant with no exceptions, including ready integration with e-signature providers, along with custom user roles and branch-level administration.

“We are absolutely delighted to have a partner like Sharetec as Superior IRA & HSA continues to reimagine how IRAs and HSAs are supported. Superior provides a turnkey solution that is much easier for staff and reduces both cost and compliance risk. We are so excited that Sharetec chose to partner with us,” said Kevin Boyles, President and Managing Partner of Superior IRA & HSA. “Sharetec and Superior are both committed to enhancing the credit union experience and providing amazing client service.”

For credit unions, the partnership addresses three persistent pain points in IRA and HSA programs: cost, staff workload and compliance risk. Superior’s guided compliance workflows help branch staff complete transactions accurately the first time, and its platform handles required minimum distributions, recurring distributions, withholding notifications, beneficiary claims and tax document filing. Several Sharetec credit unions already rely on Superior for their IRA and HSA programs, and the two companies will work together to support credit unions using both platforms.

“Our credit unions count on us for solutions that cover everything it takes to run their institution and serve their members well,” said Sarah Lambert, Director of Strategic Partnerships at Sharetec. “Superior pairs modern technology with decades of IRA and HSA compliance expertise and the kind of responsive service our clients expect. This partnership gives our credit unions a simpler, more cost-effective way to support members who are saving for retirement and health care.”

Superior’s leadership team brings more than a century of combined experience supporting IRA and HSA business for depository financial institutions. In addition to traditional phone support, Superior offers live online chat and email support, giving credit union staff faster access to compliance and operational help.

Credit unions interested in learning more about Superior IRA & HSA can contact their Sharetec account representative or visit superiorira.com.

About Sharetec
Sharetec has served credit unions exclusively since 1993 and supports 269 credit unions across the United States, Puerto Rico and the Caribbean. The company provides core processing and digital banking solutions, along with a network of strategic partners, that help credit unions of every size operate efficiently and grow their member relationships. Learn more at www.sharetec.com.

About Superior^® IRA & HSA
Superior IRA & HSA has reimagined the way Individual Retirement Arrangement (IRA) and Health Savings Account (HSA) business is conducted and supported in financial institutions. As the first and only true fintech company to enter the depository IRA and HSA space in decades, Superior built its platform from the ground up to be more efficient, user-friendly and far less complex than other solutions in the marketplace today. Its unique blend of deep industry expertise and modern technology creates an unparalleled solution for banks and credit unions. More information is available at superiorira.com.

Ashley LaBombard
Sharetec
alabombard@sharetec.com
+1 800-430-5120
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