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Register Now for 2-Day Basic and Advanced IRA Seminars in Little Rock
Tuesday, October 31, 2017 6:25 AM

Join your colleagues in November for the 2-day Basic and Advanced IRA seminars in Little Rock. Save money and register by Oct. 12.

Little Rock, Nov. 7-8
Arkansas Credit Union Association
1023 W Capitol Ave.
Little Rock, AR 72201
Register Now

IRA BASICS: IRA Product Overview (Day 1)
If you have just started with IRAs or want a good review of IRA fundamentals, this program will prepare you to open, move, and close IRAs—and get all the paperwork right in the process. If you've been afraid of IRAs or feel you don’t have a thorough basic knowledge, this one-day review will get you excited and motivated to become the IRA expert at your organization. 

The IRA Basics seminar on day one is jam-packed and 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 when 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

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

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

Christy CrawfordYour Presenter: Christy Crawford
Christy Crawford is an instructor at 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.

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.

Get more information.

Questions?
If you have questions or need more information, please call 800-442-5762, ext. 8311, or 501-683-8311, or email training@cornerstoneleague.coop.