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" Register now! Make sure you know what's new before your customers do! December 2018   "
Program Info
Speaker: Laura Wilson
Sponsor:
Program times: 9:30 AM to 4:00 PM
All times are local.
Price: $295.00
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  • Registration Instructions
  • Printable Brochure

There are no active registration dates remaining for this program, we hope to see you next year!

IRA’s – one of the most sophisticated deposit products that financial institutions offer. Simultaneously navigating the requirements of federal law while answering customer questions requires well trained employees with good resources at their fingertips. That’s what this program offers.

This seminar covers all the recent developments in the context of daily IRA operations and includes analysis of:

• Traditional IRAs
• Roth IRAs
• Eligibility requirements
• Contribution limits and deductibility
• Participant distributions – voluntary and mandatory
• Beneficiary distributions – voluntary and mandatory
• Penalties and penalty waivers
• Information reporting from the 5498 to the 1099R
• Changes affecting IRA Administration in the upcoming year

Designed for more experienced personnel, the program also focuses on frequently asked questions regarding:

• Rollovers and transfers after age 70 ½
• Establishing beneficiary accounts and paying out to beneficiaries
• Transferring a beneficiary IRA to another institution
• Transfers from qualified retirement plans

This seminar does NOT cover:

• SIMPLE IRAs,
• SEPs,
• HSAs or
• Coverdell Education Savings Accounts.

Who?

The seminar is designed for experienced IRA personnel who are familiar with IRA eligibility and the various types of IRAs. The person who is newly responsible for IRAs routinely finds the day a challenge, but is able to keep up.

What to bring?

Attendees are asked to bring copies of their IRA documents for reference and review during the seminar.

Program timing:

Late in each fall, the IRS announces changes to "allowable contribution amounts" and "phase out ranges" based on adjustments for inflation. To assist attendees, this program includes the dollar amounts applicable to the following year.

Attendee Info

Registration opens 30 minutes prior to the program.

Please bring a jacket or a sweater. Temperature is often difficult to control.

All attendees registered receive an email reminder three days prior to the program. For questions about registration click here or call 1-888-550-4555.

Meals and breaks : Continental breakfast.
Lunch is provided.
Breaks provided.

Cancellations: Substitutions are always welcome. Paid registrants cancelling up to 7 days prior to the seminar receive full refunds. There are no adjustments for cancellations received after that date, including those that may be related to weather.  

Speaker Bio

Laura Wilson is a principal with Pegasus Educational Services, LLC. She is a gifted trainer who proves learning can be fun. Audiences routinely comment that her recollection of material content and sense of humor are unique among presenters on technical topics.

Her career in training on banking related issues began in 1987. At one time she served as the regulatory compliance trainer for a $3 billion savings bank. Later, she was a senior consultant and full-time trainer for a regional consulting firm for financial institutions.

She has served on the faculty of the OTSí Level I Compliance School and the FDICís Bank Operations and Compliance School for examiners. In addition to presenting seminars for 17 state banking associations, she has been an instructor at compliance schools sponsored by the Iowa, Kentucky, Texas and Pennsylvania bankers associations. She is also a member of the American Society for Training and Development.