As year-end approaches, what are the critical compliance, reporting, and other issues that need to be revisited before the books are closed for this year? With IRAs, two things happen: the money comes in and goes out – all of which is reported to the IRS. Errors that occur during the year are magnified when reported to the IRS. This webinar will review the documentation and reporting that should have been done and how to correct errors before year-end. Don’t miss this important review of how the frontline and operations must work together to successfully administer IRAs.
IRA Issue 1 - Determining the proper IRA for your accountholder
IRA Issue 2 - Ensure proper documentation and forms are completed at account opening
IRA Issue 3 - Keeping contracts up-to-date with amendments
IRA Issue 4 - Confusing rollovers and transfers
IRA Issue 5 - Making sure the 70 ½ distributions are met
IRA Issue 6 - Premature distributions and the codes to use
IRA Issue 7 - Your job as withholding agent on IRAs
IRA Issue 8 - Inherited IRAs and death distributions
IRA Issue 9 - Compliance calendar to simplify year-end deadlines
IRA Issue 10 - IRS reporting and common errors
WHO SHOULD ATTEND?
This informative session is designed for IRA coordinators and administrators, member service representatives, new account representatives, branch managers, branch administration, deposit operations, and anyone who works with IRAs.
ABOUT THE PRESENTER – Deborah L. Crawford, gettechnical inc
Deborah Crawford is the President of gettechnical inc., a Baton Rouge-based firm, specializing in the education of financial institutions across the nation. Her 27+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.
Debbie specializes in the education of financial institution employees and officers in the area of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.
PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.
THREE REGISTRATION OPTIONS
1. LIVE WEBINAR
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
2. ON-DEMAND WEB LINK** AND FREE CD ROM*
Can't attend the live webinar? The ON-DEMAND WEB LINK** is a recording of the live event including audio, visuals, and handouts. We even provide the presenter's email address so you may ask follow-up questions. Approximately 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date. But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.
NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM
TIME: 3:00 p.m. - 4:30 p.m.
To register and pay by check, email firstname.lastname@example.org and your credit union will be invoiced. To register and pay online, click here.