CUNA IRA eSchool (recorded 2013)

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AW8IRA13

Sep. 11, 2013 - Mar. 11, 2014 

This recorded event is available until March 11, 2014.

Gain a clear understanding of IRAs at your credit union. Attend CUNA IRA eSchool to learn the applicable details of IRA contributions, distributions, portability and reporting. Individual webinars will delve into a wide range of topics, from the fundamentals and establishment of IRAs to reporting requirements and the tax consequences of distribution. By covering the important elements of both Traditional and Roth IRAs for each, this eSchool will prepare you and your credit union to manage your IRA responsibilities with confidence.

Who Should Attend

This eSchool is beneficial for frontline staff, tellers and all staff that answer basic member questions in regards to IRAs at your credit union. Affiliation with CUNA/League is required for attendance.

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AW8IRA13

Sep. 11, 2013 - Mar. 11, 2014 

Class 1: July 24, 2013

IRA Basics

  • IRA contributions
  • Distributions and portability
  • New portability rules associated with rollovers between employer-sponsored retirement plans and IRAs

Class 2: July 31, 2013

Establishing & Amending IRAs

  • Properly establish Traditional and Roth IRAs
  • Amend the IRAs to ensure that they are kept up-to-date

Class 3: August 7, 2013

IRA Contributions

  • Deadlines
  • Limits
  • Possible tax credits
  • Traditional IRA deductibility rules

Class 4: August 14, 2013

Understanding Transfers & Rollovers

  • The differences between the rollover and a transfer
  • The differences between a direct and indirect rollover
  • Roth 401(k) and 403(b) rollover issues

Class 5: August 21, 2013

IRA Distributions

  • The early distribution penalty tax
  • How Traditional IRA distributions that contain pre-tax and after-tax contributions are paid out
  • The tax and penalty implications of qualified and nonqualified Roth IRA distributions

Class 6: August 28, 2013

Required Minimum Distributions (RMDs)

  • Calculations
  • Excess accumulations
  • Reporting

Class 7: September 4, 2013

IRA Reporting

  • RMD and beneficiary reporting
  • Fair market value statements
  • Annual account statements
  • Forms 1099-R and 5498 

Class 8: September 11, 2013

IRA Beneficiary Distributions

  • Traditional and Roth IRA beneficiary options
  • Election deadlines
  • Information on trust beneficiaries, beneficiary disclaimers and reporting requirements
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AW8IRA13

Sep. 11, 2013 - Mar. 11, 2014 

Volkman, FredFred Volkman

Fred is a training consultant for Ascensus, Inc., a division of Crump Group, Inc. He is responsible for developing and delivering IRA training programs, on a national level, to meet the needs of credit unions and leagues. Fred is also the project manager for compliance and operational eLearning. As such, he is responsible for overseeing new and existing webinars for credit union staff, including the development, design, implementation, assessment and maintenance of all courses. He is also the project manager for the IRAdirect® training environment.

Prior to joining Ascensus in 1997, Fred gained six years experience working at two large Wisconsin banks. His responsibilities included sales and servicing of individual retirement accounts and tax-deferred annuities. In addition, Fred assisted with personal banking, consumer and mortgage loans and branch management.

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AW8IRA13

Sep. 11, 2013 - Mar. 11, 2014 

Live Session

This is a recording of an event held July 24, 2013. View upcoming events.

Sessions

Only interested in a specific topic? Select individual sessions are available for $219-$438 each.

  • IRA Basics
  • Establishing and Amending IRAs
  • IRA Contributions
  • Understanding Transfers and Rollovers
  • IRA Distributions
  • Required Minimum Distributions (RMDs)
  • IRA Reporting
  • IRA Beneficiary Distributions

See a full list of upcoming events.

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AW8IRA13

Sep. 11, 2013 - Mar. 11, 2014 

CUNA recorded events allow you to see and hear a presentation and refer to handouts. Attendees also have access to the speaker contact information for asking questions. With topics spanning all credit unions' business areas, CUNA Training Bundle provides unlimited access to all live and recorded CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Accessing Your Recorded Event

You need a computer with an Internet connection to participate.

Recorded events are available within 48 hours of the live event. Recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password.

Discounts

CUNA Council members and CUNA Volunteer Network members receive a $100 discount. Your final price will be visible at checkout.

Please note: Only one discount available per registration.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

Cancellations received in writing (via fax 608-231-4327) before September 11, 2013 are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted for cancellation requests received on or after September 11, 2013 or for registrations received on or after September 11, 2013. Substitutions are accepted anytime prior to September 11, 2013 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.

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AW8IRA13

Sep. 11, 2013 - Mar. 11, 2014 

After registration, recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password. Recorded events are available within 48 hours of the live event.
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AW8IRA13

Sep. 11, 2013 - Mar. 11, 2014 

Here’s your chance to get your brand in front of more credit unions by sponsoring a CUNA eSchool!

To provide more credit union staff the opportunity to hear detailed information regarding their credit union duties, CUNA adapts many of its face-to-face schools into eSchools. Just like face-to-face classes, CUNA eSchools allow attendees to see and hear a presentation, ask questions of the speaker and refer to handouts. eSchools are delivered in three to ten classroom sessions, allowing attendees to integrate their new knowledge into their daily responsibilities.

What does an eSchool sponsorship include?

When you sponsor a CUNA eSchool, your organization will be showcased before and during the event.

Before the event:

  • Inclusion in the email invitations
  • On the website
  • In the marketing emails for the eSchool

During the live eSchool:

  • Promotional slides or video running in the "waiting room" as attendees enter
  • Your logo in a pod
  • A poll question at the end of each session with an opt-in to be contacted by the sponsor

Learn more or request more information.

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