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IRAs

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[Free Webinar] Breaking: Recent Bank Failures...

OnDemand
  • Recorded Fri, March 17, 2023
  • Presented by Carl Pry
Carl Pry
$0.00

[Free Webinar] Breaking: Recent Bank Failures: What Does It Mean to Your Institution?

OnDemand
  • Recorded Fri, March 17, 2023
  • Presented by Carl Pry

Accounting/Reporting, Auditing, BSA, Collections, Commercial/Business Lending, Compliance, Computer Skills, CRA Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, Fraud, General Compliance, Human Resources, Information Technology/Security, IRAs, Lending, Lending Compliance, Management/Employee Development, Mortgage Lending, Reporting, Risk Management/Legal, Safe Deposit, Sales, Technology/Security, Teller, Transaction Compliance, Trusts

In this short webinar, we’ll address the problems faced by Silicon Valley Bank and other recently failed banks, and anticipate questions your customers may be asking you. We’ll sort our way through what has happened and ensure you’re prepared with the right information to understand the present situation, as well as address concerns throughout the industry.

IRA Update - Annual Review for Banks

OnDemand
  • Recorded Wed, January 18, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Update - Annual Review for Banks

OnDemand
  • Recorded Wed, January 18, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, IRAs, Reporting, Teller, Trusts

As many of you have experienced, IRAs have had many changes over the last 3 years - including the SECURE Act of 2020, the CARES Act of 2020, the Proposed Regulations released in February 2022, and the IRS Notice 2022-53 to put the Proposed Regulations 'on hold'. This is a must-attend webinar to grasp the latest rules and regulations regarding beneficiaries and the 2023 Cost of Living Adjustments.

Unclaimed Property Compliance for Financial I...

OnDemand
  • Recorded Wed, August 24, 2022
  • Presented by Zach Robbins, Jeff Sustarsic, Kristen McClellan
Zach Robbins
Jeff Sustarsic
Kristen McClellan
$279.00

Unclaimed Property Compliance for Financial Institutions

OnDemand
  • Recorded Wed, August 24, 2022
  • Presented by Zach Robbins, Jeff Sustarsic, Kristen McClellan

Accounting/Reporting, Auditing, Compliance, Deposit, Deposit Accounts, IRAs, Risk Management/Legal

This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.

2023 IRA Beneficiary Designations and Payouts

OnDemand
  • Recorded Thu, March 09, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

2023 IRA Beneficiary Designations and Payouts

OnDemand
  • Recorded Thu, March 09, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, General Compliance, IRAs, Reporting, Teller, Trusts

As if IRA beneficiary payout options weren't confusing enough, the last 3 years have brought turmoil to the IRA world with the IRS flip-flopping on how and when beneficiaries should take death distributions after the IRA owner dies. The SECURE Act created three categories of beneficiaries to determine what payout options are available to each category. It's almost like you need a GPS to follow this crazy beneficiary distribution trail.

IRAs Part 3 - Distributions to Owners and Ben...

OnDemand
  • Recorded Thu, September 15, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 3 - Distributions to Owners and Beneficiaries

OnDemand
  • Recorded Thu, September 15, 2022
  • Presented by Patrice Konarik

Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

One of the most complicated areas of IRAs is the distribution of funds to IRA owners and beneficiaries - especially when it seems like the IRS changes the rules every week. Right now there are proposed regulations pending and several bills in Congress that will effect IRAs. This timely update is a necessity to keep your customers on the right track to avoid IRS penalties.

2022 IRA Beneficiary Payouts - Yes or No?

OnDemand
  • Recorded Wed, November 09, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

2022 IRA Beneficiary Payouts - Yes or No?

OnDemand
  • Recorded Wed, November 09, 2022
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

Great question. As the IRS flip-flops on the RMD rules for beneficiaries, it leaves clients, financial institutions, financial and estate planners twisting in the wind.

IRAs Part 1 - The Basics

OnDemand
  • Recorded Tue, August 30, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 1 - The Basics

OnDemand
  • Recorded Tue, August 30, 2022
  • Presented by Patrice Konarik

Auditing, Compliance, Customer Service, Deposit Accounts, IRAs, Reporting, Teller

IRAs will never make sense unless you start at the beginning. The first session of this 4-Part series is designed to help you understand for the essential terms, forms and IRA product differences.

IRAs Part 2 - How to Move Money Correctly Bet...

OnDemand
  • Recorded Fri, September 09, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 2 - How to Move Money Correctly Between Retirement Plans

OnDemand
  • Recorded Fri, September 09, 2022
  • Presented by Patrice Konarik

Auditing, Compliance, Customer Service, Deposit Accounts, IRAs, Reporting, Teller, Trusts

The terms "rollovers" and "transfers" are the most misused and abused words in the whole IRA dictionary. They are very often used interchangeably when explaining how to move retirement plan funds. You might think "What's the big deal if I say 'rollover' or 'transfer'? It's not the words that come out of your mouth that are the problem. It's how it's coded in the system and reported to the IRS that becomes a huge problem.

IRAs Part 4 - How to Audit IRA Files

OnDemand
  • Recorded Thu, October 20, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 4 - How to Audit IRA Files

OnDemand
  • Recorded Thu, October 20, 2022
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

What do your IRA files contain? Too much paperwork? Not enough paperwork? With the change-over of IRA personnel, both good and bad habits of the previous employees may turn into a legal nightmare.

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