IRA Supertrain - Associate Track Overview

If you are new to IRAs, need to learn how to back up the IRA Specialist at your credit union, or need a basic review, this track is for you.

The Associate Track combines training information with exercises based on your everyday work experience. Separate activities for staff from different credit union situations give you a customized learning experience.

Core Content

Core content classes are:

Tuesday, 8 am - 4 pm
Wednesday, 8 am - 2:30 pm
Thursday, 8 am - 12:15 pm

Core Content
IRA Fundamentals Contributions Rollover and Transfer Contributions RMD Overview	Withholding Distributions Opening an IRA Tax Reporting Overview

Elective Sessions

Elective sessions are held after lunch. When registering for Supertrain you may choose four elective classes. Details of each elective can be found on the Associate Track Worksheet.

Associate Elective Classes
How to Succeed in Business Without Really Trying (Marketing Your IRA Program) Do the Right Thing (IRA Compliance Special Issues) Fistful of Dollars (Tax Reporting for FA Credit Unions) The Good, the Bad, and the Ugly (Tax Reporting for SA Credit Unions) Mr. Smith Goes to Washington (IRA Owner Tax Forms) Stranger Than Fiction (Correcting Tax Forms)

Next Steps:

Print the Associate Track Worksheet to plan your Supertrain experience and select your elective sessions.
Review pricing and packages.
Find out the Supertrain dates, locations and hotel information.
Register for Supertrain. Make sure you have completed the track worksheet and selected your supertrain location prior to registering.

Need Assistance

with Registration?

800-356-9140

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Tina Glenn
Carolina Trust FCU