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IRA Critical Year-End Issues
(Presented by Deborah Crawford)
 | WEBINAR TIME:
11:30AM - 1:30PM PT
12:30PM - 2:30PM MT
1:30PM - 3:30PM CT
2:30PM - 4:30PM ET |
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As year-end approaches, it is time to review the year-end critical issues. Are your required minimum distributions made? Are the beneficiary calculations and distributions completed? This program is designed for IRA operations and is geared to getting all your transaction codes right, distributions made and withholding notices sent out in a timely manner. You will receive an IRA Handbook with the 2013 numbers, audit worksheets, compliance calendar and all the must do's for the IRA operations area. You won't want to miss this important and timely program.
WHAT YOU WILL LEARN ABOUT:
Withholding elections, notices, payments and 945 reports
The compliance calendar for reporting
What to do if there is an excess in the account
How to calculate the required minimum distributions for IRAs
How to calculate the payments for inherited IRAs
How to audit your IRA transaction codes before year end and the IRS reporting to follow
The ins and outs of IRS reporting and common errors
WHO SHOULD ATTEND:
IRA Coordinators, IRA Administrators, Deposit Operations and those responsible for the operations side of IRAs
About the Speaker: Deborah Crawford is the President of gettechnical Inc, a Baton Rouge based firm, specializing in the education of banks and credit unions across the nation. Her 23 years of banking and teaching experience began at Hibernia National Bank in New Orleans . She graduated from Louisiana State University with both her bachelor's and master's degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.
More information...
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888-229-8872