2020 IRA Virtual Workshops
Provided in partnership with League of Southeastern Credit Unions & Affiliates and Mississippi Credit Union League

Dates & Times

Sept. 22-23

Registration Deadline: Sept. 15
8 a.m. - 2:45 p.m. CT

Oct. 20-21

Registration Deadline: Oct. 5
8:30 a.m. - 3:30 p.m. CT

About the Workshops

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which became effective Jan 1, ushered in some of the most sweeping changes to retirement plans in decades. It was followed less than three months later by the passage of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which also contained provisions changing some of the rules for retirement plans. Does your credit union have a good understanding of these new rules and their impact on individual retirement accounts (IRAs)?

Ascensus is the nation's premier provider of IRA services for credit unions, and instructors use real-world exercises to help participants apply information to job-related situations. Whether you are new to IRAs or an experienced administrator wanting an update on this year's new rules, this workshop will provide you with the information you need to serve your members' IRA needs.

Ascensus IRA Essentials

This session gives attendees a solid foundation of IRA knowledge. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner's session, so no previous IRA knowledge is required.

Topics include:

  • Introduction & Establishing IRAs
  • IRA Funding
  • IRA Distributions
  • IRA Portability

Ascensus Advanced IRAs

This session builds on the attendees' basic IRA knowledge to address more complex IRA issues that their financial organizations may handle. This is an advanced session, so previous IRA knowledge is required.

Topics include

  • IRA Update
  • IRA Excess Contributions
  • Required Minimum Distributions
  • Beneficiary Options
  • Advanced Portability

Educational Investment

Fee Per Person

IRA Essentials - $219
IRA Advanced - $219
Both IRA Essentials & IRA Advanced - $425


Call 800-442-5762 ext. 6630 or email us.