|
With a heavy focus on compliance, this workshop will give you all the tools you need to handle complex IRA questions at the credit union. The workshop combines all the latest regulatory information with comprehensive application exercises geared toward your everyday work experience.
Basic IRA knowledge in regards to opening an IRA, contribution limits and deadlines, how to perform a rollover, direct transfer, Qualified Retirement Plan rollover or direct rollover, how to complete a withdrawal, ability to complete all basic IRA forms, understand the concept of withholding.
Core content classes are held:
- Tuesday, 8 am - 4 pm
- Wednesday, 8 am - 12:15 pm
- Thursday, 8 am - 12:15 pm
-
Conversions
-
Death Claim Process
-
Excess Contributions
-
Income Attributable
-
Recharacterization
|
|
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 Expert Track Worksheet.
- Pay it Forward
(Scheduled Payments Before the RMD)
- Stand and Deliver (IRA Training Forum)
- Take the Money and Run
(RMD Advanced Issues for FA Credit Unions)
- You Can't Take it With You (Death Special Issues)
-
How to Suceed in Business Without Really Trying
(Marketing Your IRA Program)
-
Do the Right Thing (IRA Compliance Special Issues)
|
- Fistful of Dollars
(Basic Tax Reporting for FA Credit Unions)
- For a Few Dollars More
(Advanced 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)
|
- Print the Expert 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.
|
“Supertrain is always full of valuable info and makes me feel more confident and proficient in my job because of the knowledge I take away!”
Maureen Hampson
Arizona Central Credit Union
|
|
800-356-9140