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CUs can Help Members Save for Retirement with IRAs
Monday, April 7, 2014 6:35 AM

A survey by the Employee Benefit Research Institute finds that 18 percent of Americans are "very confident" they'll live comfortably new when they retire, up 5 percent from last year, thanks to planning like a 401(k) plan or IRA. Deborah Crawford, who will present the Cornerstone Credit Union League’s IRA Basics and IRA Advanced seminars May 13-14 in Dallas, says IRAs are a powerful savings tool that far too many consumers still are not taking advantage of.

The EBRI survey also finds that nearly 50 percent of workers without a retirement plan are not at all confident about their financial security, compared with about 10 percent of those with a plan. Crawford says credit unions can help members achieve greater confidence by educating them about IRAs.

Cornerstone is currently accepting online registrations for its IRA Basics and IRA Advanced seminars May 13-14 in Dallas. Credit unions can attend one or both seminars, and online registration is now available.

At the IRA Basics seminar, Crawford will focus on IRA Basics. This seminar is essential for IRA administrators new to IRAs, as well as those looking to gain additional knowledge about IRAs. In the IRA Advanced seminar, Crawford will focus on compliance, auditing and reporting. She will cover everything credit union professionals need to know about IRAs, including legislative updates.

For more information, including registration, please visit the Education section of Cornerstone’s website. If you have any questions, please contact Training & Events, at (469) 385-6630 or (800) 442-5762, ext. 6630

Educational grants are available through the Cornerstone Credit Union Foundation. To learn more, please visit www.cscuf.coop.