This recorded event is available until October 1, 2015.
Lay the foundation of fundamentals for Traditional and Roth IRAs at your credit union. Great for those who are new to IRAs or need a refresher, covering IRA contributions, distributions, and portability, including the new portability rules associated with rollovers between employer-sponsored retirement plans and IRAs.
Providing the foundation for what will be covered in the CUNA IRA Essentials eSchool. Attendees of the webinar are encouraged to sign up to get a basic overview or refresher of IRAs before taking a deeper look at the IRA Essentials eSchool.
Takeaway: Walk-away with tools and best practices for establishing IRAs and helping members transact business on their accounts.
This webinar is held in partnership with Ascensus, the largest independent retirement and college savings services provider in the United States, and qualifies for (1) credit towards a participant’s Certified IRA Specialist (CIS) designation. This certification is managed by Ascensus.
Who Should Attend
This webinar is beneficial for frontline staff, tellers, and any credit union staff members that answer basic member questions in regards to IRAs and/or are looking for IRA compliance and operational information. Affiliation with CUNA/League is required for attendance.