Top 10 IRA Issues: Compliance, Minimum Distributions, Reporting & Year-End Issues

Date: November 8, 2012

Time: 2:00 PM- 3:30 PM CST

Registration Options:
Live Webinar- $200
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com.

On Demand Web Link & CD- $200
Can’t attend the live webinar?  The ON-DEMAND WEB LINK is a recording of the live event including audio, visuals, and handouts.  We even provide the presenter’s email address so you may ask follow-up questions.  Approximately 1 week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.  But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.*  The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the on-demand link or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

Live Webinar & On-Demand Web Link (INCLUDES FREE CD-ROM)- $250
Includes options 1 and 2 above

Special Registration Option for member credit unions under $20 million-$169
On-demand link only (does not include CD or live webinar)

About:
As year end approaches, what are the critical compliance, reporting, and other issues that need to be revisited before the books are closed for this year?  With IRAs, two things happen:  the money comes in and goes out – all of which is reported to the IRS.  Errors that occur during the year are magnified when reported to the IRS.  This webinar will review the documentation and reporting that should have been done and how to correct errors before year end.  Don’t miss this important review of how the frontline and operations must work together to successfully administer IRAs.

     HIGHLIGHTS
     > IRA Issue 1- Determining the proper IRA for your accountholder
     > IRA Issue 2- Ensure proper documentation and forms are completed at account opening
     > IRA Issue 3- Keeping contracts up-to-date with amendments
     > IRA Issue 4- Confusing rollovers and transfers
     > IRA Issue 5- Making sure the 70 ½ distributions are met
     > IRA Issue 6- Premature distributions and the codes to use
     > IRA Issue 7- Your job as withholding agent on IRAs
     > IRA Issue 8- Inherited IRAs and death distributions
     > IRA Issue 9- Compliance calendar to simplify year-end deadlines
     > IRA Issue 10- IRS reporting and common errors

*To register for this webinar, click here. 

For more information, please contact Carrie Buchholz at:
(P) 405.702.8622 ext. 215
(E) carrie@cuaok.org