Lower Annual Fees Coming in 2024 As part of our ongoing commitment to enhance the accountholder experience, accountholders will soon see a reduction to their annual Account Maintenance Fee. Beginning January 1, 2024, this fee will be reduced from $39 per year to $27 per year.
When is IRS form 5498-QA available?
The plan administrator must send the 5498-QA by March 15, so you should receive the form no later than late March following the close of the tax year. You will receive it via mail or electronic delivery based on communications preferences.