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IRA Beneficiary Workshop

Death Payments to Beneficiaries have always been the most challenging area when it comes to IRA distributions. There are many questions that must be asked and answered before you can explain the options available. In this interactive workshop, you will learn the most important information needed to solve the more complicated scenarios.

Upcoming
Beginner Friendly
DATE

Tuesday, April 14, 2026
11:00 am - 1:30 pm

INSTRUCTOR

Patrice Konarik

FORMAT

Workshop

CREDIT TYPE

2 CISP Credits

$450.00 or 4 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Teller
  • Trainer

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Beneficiary options have had significant changes in the last five years: more so than they’ve had in over 20 years. Imagine this scenario: Your customer dies and within a couple of weeks, three of the four beneficiaries come into the institution. One wants the money, one wants to move the money, and the other wants to leave it with your institution and take out as little as possible. None of them know where the fourth beneficiary is. What do you do now?

Live virtual attendance is a must to get the most out of this engaging training opportunity. Breakout rooms will not be recorded. Space is limited to 35 participants for a high-value learning experience, so register today!

After a condensed information class, we will break into peer groups to work the sample problems. The instructor will drop into the groups to answer questions and hear comments. There will be a wrap-up session at the end to summarize the major issues and how they were handled. You will feel much more confident after attending this interactive workshop.

Remember, we are giving information – not advice.

What You'll Learn

  • When do we complete a new plan document vs. when do we use supplemental forms for an existing customer?
  • What are the three questions that must be asked before taking in a Rollover Deposit?
  • When do you use the Direct Rollover Request vs. the IRA Transfer Request Forms?
  • What is the coding difference between an IRA Rollover and an IRA Transfer?
  • How do we title an Inherited IRA?
  • What are the requirements on completing a Spousal Consent on the IRA Beneficiary Designation?
  • What codes do we use on distributions prior to age 59.5 for penalty exceptions?

Who Should Attend

This interactive session is ideal for CSRs, tellers, operations department reps, call center employees, and anyone who determines who the beneficiaries are for payout options.
Patrice Konarik

Instructor Bio

Patrice M Konarik is president of Sunwest Training Corp founded almost 30 years ago and located in the Texas Hill Country near San Antonio. With over 40 years of experience in the financial industry, Patrice has focused her expertise on the retirement account area. After 28 years on the road providing live training nationwide, she now concentrates on providing informational IRA and HSA webinars through OnCourse Learning. She has a B.S. in Management Science from New York’s Binghamton University and previously held her Certified Financial Planner designation for 23 years.

Continuing Education Credit Information

IRA Beneficiary Workshop has been approved for 2 CISP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.

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