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DESCRIPTION:As year-end approaches\, what are the critical compliance\, rep
 orting\, and other issues that need to be revisited before the books are c
 losed 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 corr
 ect errors before year-end. Don’t miss this important review of how the fr
 ontline and operations must work together to successfully administer IRAs.
  HIGHLIGHTS IRA Issue 1 - Determining the proper IRA for your accountholde
 r IRA Issue 2 - Ensure proper documentation and forms are completed at acc
 ount opening IRA Issue 3 - Keeping contracts up-to-date with amendments IR
 A Issue 4 - Confusing rollovers and transfers IRA Issue 5 - Making sure th
 e 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 Issu
 e 8 - Inherited IRAs and death distributions IRA Issue 9 - Compliance cale
 ndar to simplify year-end deadlines IRA Issue 10 - IRS reporting and commo
 n errors WHO SHOULD ATTEND? This informative session is designed for IRA c
 oordinators and administrators\, member service representatives\, new acco
 unt representatives\, branch managers\, branch administration\, deposit op
 erations\, and anyone who works with IRAs. ABOUT THE PRESENTER – Deborah L
 . Crawford\, gettechnical inc Deborah Crawford is the President of gettech
 nical inc.\, a Baton Rouge-based firm\, specializing in the education of f
 inancial institutions across the nation. Her 27+ years of experience began
  at Hibernia National Bank in New Orleans. She graduated from Louisiana St
 ate University with both her bachelor’s and master’s degrees. Debbie speci
 alizes 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 registratio
 n fee allows you to have one telephone connection. However\, as many peopl
 e as you like may listen from your office speaker phone. If you register f
 or the webinar\, your registration fee also includes one internet connecti
 on from a single computer terminal. THREE REGISTRATION OPTIONS 1. LIVE WEB
 INAR The LIVE WEBINAR option allows you to have one telephone connection f
 or the audio portion and one Internet connection (from a single computer t
 erminal) to view online visuals as the presentation is delivered. You may 
 have as many people as you like listen from your office speaker phone. Reg
 istrants 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 w
 ww.adobe.com. 2. ON-DEMAND WEB LINK** AND FREE CD ROM* Can't attend the li
 ve webinar? The ON-DEMAND WEB LINK** is a recording of the live event incl
 uding audio\, visuals\, and handouts. We even provide the presenter's emai
 l address so you may ask follow-up questions. Approximately 1 week prior t
 o 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 "of
 f-the-shelf" training program for those that could not attend the live sem
 inar 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 us
 e only **All materials are subject to copyright and intended for your cred
 it union's use only. NEW! Listen on your iPad\, iPhone\, or Android. Instr
 uctions will be emailed to you with the on-demand link. INVESTMENT: $199.0
 0 Webinar per connection $199.00 Archived On-Demand Web Link &amp\; Free C
 D ROM $249.00 Both Live Webinar &amp\; Archived On-Demand Web Link &amp\; 
 Free CD ROM TIME: 3:00 p.m. - 4:30 p.m. To register and pay by check\, ema
 il mzelinsky@njcul.org and your credit union will be invoiced. To register
  and pay online\, click here.
DTEND;TZID=Eastern Standard Time:20121108T163000
DTSTAMP:20130520T013400
DTSTART;TZID=Eastern Standard Time:20121108T150000
LOCATION:
SEQUENCE:0
SUMMARY:> Webinar: Top 10 IRA Issues: Compliance\, Minimum Distributions\, 
 Reporting & Year-End Issues
UID:8e97a977-208f-407d-8680-5999104ebf66
URL:http://www.njcul.org/-webinar-top-10-ira-issues-compliance-minimum-dist
 ributions-reporting-year-end-issues-2012-11-08.aspx
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