Accounting/Finance, Auditing/Reporting, Compliance, Deposit Accounts, Deposit Operations, IRAs, Risk Management/Legal
This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.
IRAs
This program will focus on which options are available to which beneficiaries depending on the IRA owner's date of death.
Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts
Maybe you have just received that 'promotion' you have never asked for - IRA Coordinator. And you may be thinking, I don’t even know the old rules to know what the new changes are. Unfortunately, you will need to know the old and the new rules because most of the IRA rules prior to 1/1/2020 are “grandfathered”. But don’t worry, you will have the totally updated electronic copy of the 280-page IRA Training manual with lots of “cheat sheets” and Quick Reference Charts to show you the “before” and “after”.
Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts
In the IRA Advanced Day 2: We will summarize the changes and then actually get into the nitty gritty of new distribution regulations to owners and beneficiaries - what stays the same and what changes? How do we disclose all these changes to our customers?
IRAs
Attend this comprehensive IRA Seminar via Live Streaming Video!
IRAs
While we may have hoped the IRA reporting deadlines would be back to normal, the federal disasters and other interruptions on 'normal' life have triggered some late reporting in several states.
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.
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.
Compliance, IRAs
This 2 hour webinar will jump-start you into the world of IRAs. Understanding the basic terminology and forms will build your sturdy foundation.
We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
