This is a recorded event originally held September 18, 2012.

IRA reporting requirements are constantly changing, keep your credit union up-to-date on the latest reporting issues. This webinar provides a current, in-depth review of IRA reporting requirements, including RMD and beneficiary reporting, fair market value statements, annual account statements and Forms 1099-R and 5498. Participating in this webinar will help your credit union remain compliant with IRS reporting requirements.

This webinar is a part of the CUNA IRA eSchool which starts August 7, 2012. Click here for more information.

Who Should Attend

This webinar 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.

Fred Volkman, CIP

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.

Live Session

This is a recorded event originally held September 18, 2012.

CUNA is a leading provider of webinars to the credit union movement. 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 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

Discounts may apply. Your final price will be visible at checkout. 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

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.