During this IRA program we will build a strong foundation with the four types of IRAs. You will learn about IRA Movements and IRA Distributions. This program is design for those new to IRAs and will be a good review for the more experience IRA Administrator. You will receive an IRA Handbook with everything that is new and important to IRAs.
This two hour program includes:
Simplified Employee Pension Plans;
Rollovers, transfers and Qualified Retirement Plan rollovers;
70 ½ distributions;
Inherited IRAs; and
Reporting and Compliance
IRA Administrators, Branch Staff, New Accounts, Personal Bankers, Training and Deposit Operations and Compliance
Deborah L Crawford is the President of Gettechnical Inc. a Virginia/Louisiana based training company. She has been an instructor and a banker for over 30 years. She obtained her bachelors and master’s degrees from Louisiana State University. Her specialty is the deposit side of the financial institution including BSA, IRAs and deposit regulations. Over the years she has been an instructor for many state associations and leagues.
Implementing the New HMDA Rules Part 1 Webinar Recording