IRA Supertrain - Leadership Track Overview

With a heavy focus on credit union operations, this workshop will take on more advanced IRA topics and develop skills to position the IRA program positively within the credit union.

The workshop combines compliance information with effective operational processes and comprehensive application exercises geared toward your everyday work experience. Separate activities for staff from different credit union situations give you a customized learning experience.

Prerequisites

Basic IRA knowledge in regards to opening an IRA, contribution limits and deadlines, how to perform a rollover, direct transfer, QRP rollover or direct rollover, how to complete a withdrawal, ability to complete all basic IRA forms, understand the concept of withholding.

Core Content

Core content classes are held:

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

Core Content
Open IRA Accounts Process Transactions Handle IRA Account Information	Credit Union Liabilities RMD Changes, Set Up Death Claim Process

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 Leadership Track Worksheet.

Leadership Elective Classes
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)

Next Steps:

Print the Leadership 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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“I always left Supertrain with a game plan to what will be implemented in our credit union program.”

Stephanie Miller
Communication FCU