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Compliance Systems recently partnered with Convergent Retirement Plan Solutions to offer three complimentary webcasts to our clients on the changes in the IRA beneficiary distribution rules. Those recordings are linked below so you can take advantage of this information. Please note that while you are asked to register, there is no fee and you will have immediate complimentary access to the recording.Updating Your IRA Beneficiary Processes, Part 1. We outline the challenges posed by the new RMD regulations and discussed several new initiatives we were working on to help IRA providers adapt to these changes.Updating Your IRA Beneficiary Processes, Part 2. We introduce several new forms that have been developed to help simplify the process of complying with the new beneficiary distribution rules and walk through each of them, step-by-step. In addition, we share several industry best practice recommendations and unveil a new audit program designed to assist IRA providers who want to explo

Read articles written by our product team on the newest trends and information in the banking industry and with Compliance Systems: June 2022 Newsletter. 

Updated Tuesday, March 17, 2020 Compliance Systems continues to monitor developments surrounding the coronavirus (COVID19). This includes monitoring information from the Centers for Disease Control and the World Health Organization as well as state and local health agencies to ensure our business decisions keep our customers, employees, partners, and communities healthy and safe. As a result, we are currently taking the following actions. Employees and contractors are encouraged to work from home. Our office buildings will remain open for those individuals who may need to periodically come to the office to complete work processes. For visitors who were planning to come to our office, we have made alternate arrangements to postpone meetings or conduct them virtually. Our goal is to limit non-essential visits to our offices. All business travel through April 17 is canceled in favor of phone or virtual meetings. Compliance Systems and our parent organization, CUNA Mutual Group, remain fin

Microsoft has ended support for Internet Explorer 11 (IE11) on June 15, 2022. In alignment with this move, Compliance Systems no longer supports the IE11 browser including Microsoft’s compatibility for Internet Explorer within the Edge browser (“Internet Explorer Mode”) for Simplicity Configuration and Simplicity Runtime as of March 31, 2022. We anticipate that this change may result in better performance of our applications as the removal of IE11-specific code will make those applications smaller with faster load times. Simplicity Mobile was developed to exclude support of IE11 and as a result, no changes in performance should be anticipated for that component.The worldwide usage of IE11 has been steadily declining for years and is currently at 0.73% according to StatCounter and 1.70% according to NetMarketShare. We do not anticipate that our discontinuation of IE11 support will negatively impact our clients or partners.You are receiving this message because our records show your inst

The December 2024 newsletter has been published! Click here to read articles written by our product team on the newest trends and information in the banking and credit union industry. You can also favorite the page you land on - it will always contain the most recent version of our newsletter.If you are interested in prior versions of our newsletter, click here for our newsletter archive.

The Compliance Insider is the podcast series by Compliance Systems that brings you discussions about industry developments that impact your financial institution, with expert guests and analysis to help navigate change and evolve business. Our first episode, Cryptocurrency and the Legal Landscape, focuses on some recent federal and state developments in cryptocurrency and looks at their impact on financial institutions as well as considerations for institutions as potential crypto custodians and lenders perfecting a security interest with crypto collateral. Please check it out at https://complianceinsider.compliancesystems.com!

Access our June 2025 newsletter by clicking here. To review the most recent version of our newsletter, click here. You can also favorite the page you land on - it will always contain the most recent version of our newsletter.

Posted: January 16, 2025Audience: All clientsHere at TruStage Compliance Solutions, our teams continue to work on expanding our products to help your institution do business more effectively. Please check out our 2024 Q4 highlights production to view some of the enhancements we have made to Configuration and Compliance Safety Net.

This video is an overview of what our commercial lending product offers including promptable provisions, configurable signature blocks, and Deal Maker.To share this video with additional team members, click this link. 

This message is intended for our business partners. Financial institution users should not be impacted and can disregard this message.Compliance Systems is planning to perform server maintenance on Saturday, February 26, 2022.This maintenance will be performed between 1PM and 6PM ET. The Compliance Systems Partner Portal will be unavailable during this time. This maintenance will not impact any of our solution Production environments. Financial institutions will be able to complete transactions as normal.

Posted: October 13, 2025Audience: All clientsHere at TruStage Compliance Solutions, our teams continue to work on expanding our products to help your institution do business more effectively. Please check out our 2025 Q3 highlights production to view some of the enhancements we have made to Configuration and Compliance Safety Net.

The new Computer-Security Incident Notification Rule (36-Hour Rule) was created by the FDIC to require reporting obligations for ‘bank service providers’ who experience a ‘computer-security incident,’ effective May 1, 2022.Compliance Systems does not fall under the definition of a ‘bank service provider’ and therefore, is not subject to this rule.Notification requirements and processes for security-related incidents are detailed in Compliance Systems’ annual SOC 2 reports.

Carrie Goodman, Director of Financial Institution Management at TruStage Compliance Solutions, alongside a group of financial industry panelists, sat down with Lou Carlozo for his Bankadelic podcast to discuss financial services trends and what they look forward to in 2024.  Click here to listen to this podcast.

Click here to read articles written by our product team on the newest trends and information in the banking industry within the Compliance Systems: March 2023 Newsletter.

In this Compliance Insider episode, we focus on short-term, no interest credit products offered at the point of sale online and the CFPB’s recent interest in them. We also discuss how financial institutions can compete with these products. Please listen now here: https://complianceinsider.compliancesystems.com/e/3-buy-now-pay-later/

Access our December 2023 newsletter by clicking here. To review the most recent version of our newsletter, click here. You can also favorite the page you land on - it will always contain the most recent version of our newsletter.

Erin Simpson, EVP and COO at Encore Bank and Tyler Brantley, VP of Revenue and Marketing at Core10 join us to talk about their experience in collaborating to optimize Encore's technology stack to best support growing their business and what financial institutions should think about when considering technology solutions in the future.Please click here to listen to listen now. 

Compliance Systems is always striving to improve our solution and our support offer to help you better manage your business. We’re proud of the enhancements we made this year to our Simplicity applications as well as the support resources you depend on. Please check out this 3-minute video that summarizes some of the changes delivered to you in 2020. 

Access our September 2024 newsletter by clicking here. To review the most recent version of our newsletter, click here. You can also favorite the page you land on - it will always contain the most recent version of our newsletter.

During the week of September 4th we will be updating our cloud environments encryption security policy. Our existing security policy enforces TLS 1.2. The new security policy will allow for communication using both TLS 1.2 and TLS 1.3. Any access of TruStage Compliance Solutions (formerly Compliance Systems) applications through a URL containing “compliancesystems.cloud” will be affected.Since this change is only additive and does not remove existing support we do not anticipate any issues, however, we are informing you of this change to both provide visibility and also to allow you to begin taking advantage of the enhanced security and performance of TLS 1.3. In most cases your browsers and applications will automatically use the highest security available, however, your IT department can advise you as to whether or not changes will be required.This update is scheduled to be in our DEV and TEST environments Tuesday, September 5th and PROD environments Thursday, September 7th.Please re

It's taken ten years to get to the final rule for Section 1071 of the Dodd-frank Wall Street Reform and Consume Protection Act. In this episode, we talk to Steven Vandelier and Bill Franks, both attorneys with Compliance Systems, about what you need to know when it comes to the final rule. Please click this link to listen now

Read articles written by our product team on the newest trends and information in the banking industry and with Compliance Systems: December 2019 Newsletter December 2019 Newsletter Link

Read articles written by our product team on the newest trends and information in the banking industry and with Compliance Systems: June 2019 Newsletter June 2019 Newsletter Link

Read articles written by our product team on the newest trends and information in the banking industry and with Compliance Systems: December 2020 Newsletter  

As you may know, Microsoft is aware of security issues currently impacting Microsoft Exchange email servers. Attacks targeting these vulnerabilities are coming from multiple advanced persistent threat (APT) groups. Compliance Systems does not have any Microsoft Exchange servers on-premise and our active system monitoring has not detected impacts on our organization or the solutions we deliver. If you have questions, please reach out to us at support@compliancesystems.com.