Go to:

March 2019
< Feb Apr >
Leaguer Email Subscription

You are not currently subscribed. Click Subscribe below to receive the Leaguer email.

Learn How the PATH Act Affects Your Members: IRA Training
Thursday, March 10, 2016 6:20 AM

President Obama signed the PATH Act in December of 2015. The PATH Act of 2015 contains several pension- and benefits-related provisions, including permanent extensions of temporary tax provisions that had been routinely extended by Congress on a one- or two-year basis. Some of the provisions include:

  • Nontaxable IRA transfers to eligible charities made permanent.
  • Rollovers allowed from retirement plans to SIMPLE accounts.
  • Waiver of 10 percent early withdrawal tax for distributions made to public safety employees expanded to include additional categories of federal employees 

Learn more about how these changes affect your members and your credit union at upcoming Cornerstone’s IRA seminars

  • Day One, IRA Basics: designed for those with 1-3 years of IRA experience.
  • Day Two, IRA Advanced: compliance, auditing, and reporting.

Dallas, May 4-5

Regular Rate Deadline: April 4
Cornerstone Credit Union League
4455 LBJ Freeway, 10th Floor Boardroom
Dallas, TX 75244
More information and registration

Need 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 at 469-385-6483 for more information.

Get more information.

If you have any questions, please contact Training & Events at 469-385-6630 or 800-442-5762, ext. 6630, or