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.

HIGHLIGHTS

  • 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.

Please note:  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.

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.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

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 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.

 

 

NEW!

Listen to the
on-demand web link on your

iPad

iPhone

Android

Instructions will be emailed to you with
the on-demand link.

2.  ON-DEMAND WEB LINK & 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 one 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.

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.

LIMITED AVAILABILITY: The on-demand web link and CD ROM may ONLY be ordered for 6 months following the webinar. Neither the link nor CD will be available after this time.

3.  BOTH LIVE WEBINAR & ON-DEMAND WEB LINK (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register.

 

November 8th, 2012 2:00 PM   through   3:30 PM

Event Info

When

November 8th, 2012 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


Help spread the word

Please help us and let your friends, colleagues and followers know about our page: Webinar: Top 10 IRA Issues: Compliance, Minimum Distributions, Reporting & Year-End Issues


You can also share the below link in an email or on your website.
https://www.mcua.org/civicrm/event/info?id=278&reset=1&cid=0