Program Description:
The IRA Online Institute provides comprehensive training on all aspects of IRAs. It covers both traditional and Roth IRAs, as well as Employer Plans (SEP SIMPLE). The Online Institute is an Institute of Certified Bankers approved educational program for candidates for the Certified IRA Services Professional (CISP) Description. All readings for this course are available online. Content and instructor are provided by BISYS Retirement Services and is the same content used in the BISYS IRA Institute.
After successfully completing this course, the student will be able to:
- Administer both traditional and Roth IRAs and SEP and SIMPLE plans
- Identify eligibility and set-up requirements for all of these plans
- Administer contributions consistent with contribution limits
- Manage rollovers and transfers
- Administer distributions and required minimum distributions
- Describe beneficiary options and facilitate beneficiary transactions
- Manage error resolution, penalties, and reporting on these accounts
- Identify key elements of successful IRA marketing effort
Who Should Attend:
IRA Services Professionals
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