TruStage Compliance Solutions News & Announcements

Our teams continue to work on expanding our products to help your institution do business more effectively. Check out our Q2 highlights video to view some of these enhancements.To share this video with additional team members, click this link. 

Access our March 2026 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.

The Q1 2025 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.

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 2020 Newsletter

Access our September 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.

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

Read articles written by our product team on the newest trends and information in the banking industry and with Compliance Systems: December 2021 Newsletter.

Access our June 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.

In this episode, we will talk to Ben Norquist of Convergent and Lauren Bray, Product Specialist and Counsel with Compliance Systems about the recently released Secure Act 2.0 and what financial institutions should do in response.Please click this link to listen now.

Here 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 2023 Q3 highlights video to view some of the enhancements we have made to Configuration and Compliance Safety Net.To share this video with additional team members, click this link. 

In this episode, we will have a conversation with Steve Bishop, Chief Operating Officer at OMB Bank and Jordan Ennest, Product Specialist & Counsel from Compliance Systems about how financial institutions are leveraging digital banking solutions to meet the changing needs of their client base.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 2020 Newsletter  

Our teams continue to work on expanding our products to help your institution do business more effectively. Check out our Q1 highlights video to view some of these enhancements.To share this video with additional team members, click this link. 

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

It’s taken ten years to get to the Notice of Proposed Rule Making (NPRM) for Section 1071 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. This episode of the Compliance Insider podcast reviews what you need to know as the CFPB gets closer to its final rule. Please check it out at https://complianceinsider.compliancesystems.com!  

Compliance Systems has been recognized for the Market Readiness of its e-disclosure solution in the Consumer Financial Protection Bureau’s (CFPB) Electronic disclosure of Adverse Action Tech Sprint.For more details, click this link to our News and Announcements webpage.

The June 2026 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.

Read articles written by our product team on the newest trends and information in the banking industry and with Compliance Systems: June 2021 Newsletter.  

Here at Compliance Systems, our teams continue to work on expanding our products to help your institution do business more effectively. Please check out our 2022 Q3 highlights video to view some of these enhancements.To share this video with additional team members, click this link.  

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!

Financial organizations large and small have routinely struggled with the complexity and nuance surrounding Inherited IRAs. These challenges have only worsened following the SECURE Act of 2019 and the Treasury Department’s subsequent release of proposed required minimum distribution regulations.Compliance Systems and our partner, Convergent Retirement Solutions, are offering an Inherited IRA Best Practices Review Program to guide your organization through a review of your processes, policies, reporting structures, and system capabilities - then connect you with the experts who can help you improve your procedures to maximize your operational efficiency.Please take a look at the attached PDF for more details, and reach out to us at clientservicesrep@compliancesystems.com to sign up or for more information.

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

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

Our teams continue to work on expanding our products to help your institution do business more effectively. Check out our Q4 highlights video to view some of these enhancements.If you'd like to share this video with others who are not registered here in the Lounge, please click this link.