2018 IRA Essentials and Advanced Seminars

This event is closed. If you have any questions, please contact the planner directly.

To register for IRA Essentials and IRA Advanced Seminars by Ascensus, choose the 'Register' button in the right-hand top or bottom corner of this page.

IRA Essentials - November 13 
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner's session, no previous IRA knowledge is assumed. Those attending should bring a hand-held calculator.

  • Introduction and Establishing IRAs
  • IRA Distributions
  • IRA Funding
  • IRA Portability  

IRA Advanced November - 14 
Advanced IRAs builds on the attendees' basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

  • Resolving Contribution Issues
  • Conducting Your Own Compliance Audit
  • Advanced Portability


Educational Investment:
The education investment is $200 per day or $400 to attend both sessions.
Small credit union discount applies!

Registration deadlines:
IRA Essentials: Tuesday, November 6, 2018
IRA Advanced: Wednesday, November 7, 2018

Speaker Bio:
Ben Maas is a Training Consultant with the Resource Development department at Ascensus. Mr. Maas conducts IRA training programs nationwide. His expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA plans. He also leads the development, design, implementation, assessment, and maintenance of the IRA University curriculum.
 
Mr. Maas joined Ascensus in 2005 as a member of the IRA Call Center prior to becoming a training consultant. He received a Bachelor of Business Administration degree in Finance from the University of Wisconsin–Whitewater. He has earned the Certified IRA Specialist (CIS) designation through Ascensus, the Certified IRA Professional (CIP) through the National Association of Federal Credit Unions (NAFCU), and the Certified IRA Services Professional (CISP) designation through the American Bankers Association (ABA). He is a member of the Association for Talent Development (ATD).
 
Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 40,000 retirement plans and 3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts.

 

Who Should Attend

Those in the credit union with working knowledge of basic IRA operations and wishes to expand expertise and enhance customer service, compliance specialist(s) with procedural oversight of IRA policies and practicies, and/or personnel responsible for promotional materials that describe the services provided by your financial organization.

Schedule for both days

9 - 9:30 a.m.Registration 
9:30 a.m. - Noon Seminar begins 
Noon - 12;45 p.m. Group Luncheons 
12:45 p.m. - 4 p.m. Seminar continues 

 

Registrations cancelled less than five working days before the session date will be subject to a 50 percent cancellation fee.


If you have a disability requiring special services, contact Stephanie Barker at (317) 594-5341 or
stephanieb@icul.org prior to the session.

Details

  • When

  • Tuesday, November 13, 2018 - Wednesday, November 14, 2018
    9:30 AM - 4:00 PM
    Eastern Time

  • Where

  • Indiana Credit Union League
    5975 Castle Creek Pkwy. North Drive
    Suite 200
    Indianapolis, Indiana 46250
    USA

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