2014 IRA Seminars

IRA BASICS: IRA Product Overview (Day 1)

If you have just started with IRAs or want a good review of IRA fundamentals, this is the program for you.  This program will prepare you to open, move and close IRAs and get all the paperwork right in the process.  If you have been afraid of IRAs or just don’t have enough basic knowledge this one day review will get you excited and motivated to become the IRA expert at your organization.  This day one is fun and beneficial for every person who works with deposits and accountholders. You will receive a 600+ page reference manual on a CD.

Seminar Highlights

  • Traditional IRA Eligibility and Deductibility Requirements
  • Roth IRA Eligibility and Qualified Distributions Rules
  • SEPs and SIMPLES
  • How to move IRA money: Rollovers and Transfers
  • How to move money from company retirement plans
  • What happens if there is too much money put in an IRA
  • What happens when the customer takes money out at 59 1/2, 70 1/2 and death
  • Do IRAs have penalties? Who collects the penalty?
  • How does the IRS know the money is going in and out of an IRA
  • What paperwork needs to be completed to open and close an IRA
  • Coverdell Education Savings Accounts

Who Should Attend?

IRA Basics is designed for those with 1 - 3 years of IRA experience.

IRA ADVANCED: Compliance, Auditing & Reporting (Day 2)

If you have been working with IRAs for years and are ready for the “deeper dive” then this is the IRA program for you.  You will receive a quick product review and all the new numbers and changes for 2014 but after that hold on to your hat as we begin to work the complicated issues.  Reporting errors and fixes, excess contributions, audits, inherited IRAs are just the tip of the iceberg for those of you who want to know everything there is to know about managing an IRA department. You will receive a 600+ page reference manual on a CD.

Seminar Highlights

  • Quick product review and update
  • Qualified Retirement Plan rollovers and common errors
  • Conversions, recharacterizations, revocations and reconversions
  • Excess contributions
  • Compliance issues: how to audit your IRAs
  • Reporting to the IRS: A to Z
  • How to correct reporting to the IRS
  • 70 1/2 Distributions, Death Distributions
  • Withholding
  • Common IRA errors and solutions
  • Prohibited transactions
  • Health Savings Accounts

Who Should Attend?

IRA Advanced is designed for those with 3+ years of IRA experience.

Date & Location

Oklahoma City - Tuesday, October 7 & Wednesday, October 8
Register Online
Early bird deadline: September 23
Credit Union House
631 E Hill Street
Oklahoma City, OK 73105
405-702-8622
Lodging Offers

Little Rock - Tuesday, December 2 & Wednesday, December 3
Register Online
Early bird deadline: November 18
Cornerstone Credit Union League - Ark. office
1023 W Capitol Ave
Little Rock, AR 72201
501-376-6508
Lodging Offers

Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.

Schedule

8:30 – 9:00 am Registration & Continental Breakfast
9:00 am – Noon Session
Noon – 1:00 pm Lunch (included in fee)
1:00 – 4:00 pm Session

Instructor - Deborah L. Crawford

Deborah L. Crawford is president of gettechnical inc. She specializes in the education of credit union employees and officers in the areas of deposit account laws, new account documentation, complex compliance regulations, and IRAs. Crawford is well known within the industry for her humorous delivery, personal accounts, and promise to reach each and every attendee, will be a significant benefit for your credit union, your IRA program, and your members.

CPE Credits

Certified Public Accountants (CPAs) may earn continuing education credits (CPE) in accordance with each state’s Board of Public Accountancy standards and guidelines:

Arkansas CPAs

Oklahoma CPAs

Texas CPAs - The Cornerstone Credit Union League is registered with the Texas State Board of Public Accountancy (TSBPA) as a sponsor of continuing professional education on the State Registry of CPE Sponsor. Certified Public Accountants (CPAs) may earn up to 6.5 continuing education credits (CPE) for each seminar. No advance preparation or prerequisites are required. The state board of accountancy has final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to: Texas State Board of Public Accountancy/333 Guadalupe - Tower 3, Suite 900/Austin, TX 78701-3900

Administrative policies, such as complaint or refund, please contact the league at 800-442-5762 ext. 6634.

Educational Investment

Fee Per Person/Per Day

Early Bird - $299
Regular Rate - $349

Walk-ins accommodated on space available basis. Your investment includes instruction, extensive handouts, continental breakfast, lunch, and two (2) beverage breaks.

Registrant Cancellation Policy

Substitutions are always welcome. Registration fee refunds (less a $50 processing fee per person) are granted for cancellations received in writing two weeks prior to the seminar.

Seminar Cancellation Policy

Locations with less than 20 registrants four weeks out may be cancelled. In event of cancellation, all registrants will be notified.

Grant Assistance

The Cornerstone Credit Union Foundation is accepting scholarship applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation’s website to view all grant applications, guidelines and deadlines. Contact Staci Zale, Foundation Grants Manager, at 800-953-8283 for more information.

Questions?

Call 800-442-5762 ext. 6630 or 469-385-6630 or email Nithya Ram at nram@cornerstoneleague.coop.

If you have physical, medical, or dietary needs requiring special attention, please contact us for proper arrangements to be made. For more information regarding administrative policies, such as complaint or refund, please contact us at 800-442-5762 ext. 6630.