Program Description:
The IRA Essentials course provides attendees with the knowledge they need to work effectively with Traditional and Roth IRAs, including the procedures that must be followed to operate a compliant IRA department. This course is designed for individuals who are new to IRAs and for those looking for a general IRA refresher. Although this course is designed as an introductory course, instructors will be happy to assist attendees with more advanced questions.
This seminar will teach you the fundamentals of
• Roth and Traditional IRA plan establishment,
• Contributions,
• Asset portability,
• Roth and Traditional IRA distributions, and
• Required reporting
Plus frequent question and answer sessions throughout this presentation.
After attending this course you will be able to:
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Assist clients establish their Roth and Traditional IRAs,
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Select and complete appropriate forms for IRA transactions,
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Recall contribution limits for Roth and Traditional IRAs,
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Identify the role you should (and should not) play in assisting your clients as they make contributions,
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Process distributions, and
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Report required information to the IRA holder and the IRS
Who Should Attend:
You should attend this seminar if you
- need clarification on new rules or pronouncements affecting IRAs, or
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need to learn the basic rules that govern Roth and Traditional IRAs
Presenter:
BISYS Retirement Plan Services.Education is the cornerstone on which BISYS was founded. For 30 years they have trained qualified retirement plan and IRA professionals with the most comprehensive educational programs in the retirement services industry. BISYS now trains about 12,000 industry professionals each year through instructor-led training, web-enhanced telephone seminars, Internet/PC-based training, and on-site programs.
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