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Compliance Training

 

IRA Essentials, Advanced IRA...or Both!

November 18 & 19 | Four Points by Sheraton Pittsburgh North | Mars

November 20 & 21 | Eden Resort & Suites | Lancaster

Whether it’s getting new staff on board with the basics of IRAs or you need a more advanced training, the IRA Workshop is the answer. A successful IRA program begins with qualified, knowledgeable staff. Invest in your staff, in your credit union, and in your membership.

With training programs scheduled in Pittsburgh and Lancaster locations, and the option of attending just the IRA Essentials, the NEW Advanced IRA, or both, you can tailor the training for your needs. Your staff will leave confident and ready to provide the professional service your members are expecting.


IRA ESSENTIALS - Day 1

IRA Essentials is a full-day workshop that gives attendees a solid foundation of IRA knowledge. Attendees will leave this session able

to work with IRA owners and process basic IRA transactions with confidence.

 

Topics include:

 

  • Introduction to IRAs
  • Establishing an IRA
  • Funding
  • IRA Distributions
  • Portability, including transfers and rollovers
  • Tax Reporting

  • NEW

    ADVANCED IRA - Day 2

    Advanced IRAs is a full-day workshop that builds on the attendees' basic IRA knowledge to help them address some of the more complex IRA issues. Attendees participate in real-world credit union activities which allows them to apply their learning immediately back on the job.

    Participants should bring a handheld calculator.

    Topics include:

     

  • IRA Amendments
  • Resolving Contribution Issues
  • Advanced Portability
  • Required Distributions
  • Withholding

  • Click below to register for both days!

     

     

     

     

    Pricing:

    CU less than $30 million

    $284 for both days

    $229 for one day

    CU greater than $30 million

    $379 for both days

    $229 for one day

     

     

     

     

     

     

     

     

     

    Four Points by Sheraton

    Pittsburgh North

    910 Sheraton Drive

    Mars, PA 16046

    724-776-6900

    $110/night

     

    Eden Resort & Suites

    222 Eden Road

    Lancaster, PA 17601

    717-560-8400

    $99.95/night

     

     

     

     

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    Pennsylvania Credit Union Association/Pacul Services, Inc.
    www.pcua.org     800.932.0661

    Both Days Registration - MARS Both Days Registration - LANCASTER