2017 IRA Seminar

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 2016 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.

Dates & Location

Little Rock, November 7-8

Regular Rate Deadline: October 12

Arkansas Credit Union Association
1023 W Capitol Ave.
Little Rock, AR 72201
Lodging Offers

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


8:30 a.m. - 9:00 a.m. Registration & Continental Breakfast
9:00 a.m. - 12:00 p.m. Seminar
12:00 p.m. - 1:00 p.m. Lunch (provided)
1:00 p.m. - 4:00 p.m. Seminar

*includes 2 refreshment breaks

Christy CrawfordPresenter - Christy Crawford

Instructor 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 enthusiastic delivery, personal accounts, and promise to reach each and every attendee in her seminar.

Continuing Education Units

Requests for certificates of attendance are processed after the event. Contact Janine McBee, CUDE, Sr. Training Director at 800-442-5762 ext. 6634 or email jmcbee@cornerstoneleague.coop for additional information or questions.

Educational Investment

Fee Per Person/Per Seminar

League Members Only
Regular Rate - $185
Late Rate - $235

Walk-ins accomodated on a space available basis. Your investment includes instruction, extensive handouts, continental breakfast, lunch, and two (2) refreshment 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 three weeks out may be cancelled. In event of cancellation, all registrants will be notified.

Grant Assistance

The Cornerstone Credit Union Foundation is accepting grant 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 Emily Moreno, Foundation Grants Manager, at 469-385-6483 for more information.


Call 800-442-5762 ext. 8311 or 501-683-8311 or email training@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.