Get on Track and Stay on Track
Administering IRAs can be challenging. Getting on track will be invaluable as millions of baby boomers prepare to retire and roll their retirement plan assets to IRAs. We can help you stay a step ahead when it comes to new rules and compliance changes, and remaining a source of knowledge for your account owners.
Get on track and stay on track with our Fall, Winter, and Summer IRA Seminar Tours
Deepen your IRA knowledge on the IRA topics important to you, your account owners, and your financial organization. Our experts will cover a wide range of categories, so you don’t lag behind in any area.
Beginner
- Establishment
- Regular Contribution Eligibility
- Distributions
- Rollovers, Transfers, and Direct Rollovers
- Required Minimum Distributions
- Beneficiary Options
Intermediate
- Regular Contributions
- Distributions
- Rollovers, Transfers, and Direct Rollovers
- Traditional-to-Roth IRA Conversions
- Required Minimum Distributions
- Beneficiary Options
Advanced
- Required Minimum Distributions
- Beneficiary IRA Administration
- Moving Assets Between IRAs
- Distributions
- Moving Assets Between Employer Plans and IRAs
- Recharacterization and Returned Contributions
Seminar Information
Registration 8 A.M. - 8:30 A.M.
Seminar 8:30 A.M. - 4 P.M.
Lunch Break NOON - 1 P.M. (15-minute morning and afternoon breaks)
More than 30 days prior to the seminar, the registration fee is $195 for the first registrant and $180 for each additional registrant from the same financial institution. Within 30 days of the seminar, the registration fee is $225 for the first registrant and $210 for each additional registrant from the same financial institution. Additional discount pricing is available for organizations that send 11 or more people.
The fee includes seminar materials, beverages, and a light lunch. All travel-related expenses, including parking fees and breakfast, are the responsibility of the seminar attendees or their financial organizations.
Cancellation Policy and Additional Seminar Details
Continuing Education Credits
Any Independent Community Bankers of America (ICBA) certified individual who attends one of our live seminars can earn six hours of continuing education credits to be applied to the Certified Community Bank Internal Auditor (CCBIA) and Certified Community Bank Compliance Officer (CCBCO) designations. To receive the credits, attendees simply report the hours to the ICBA at the end of the year.
