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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/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.

IRA Beneficiary Payout Options

OnDemand
  • Recorded Thu, March 10, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Beneficiary Payout Options

OnDemand
  • Recorded Thu, March 10, 2022
  • Presented by Patrice Konarik

IRAs

This program will focus on which options are available to which beneficiaries depending on the IRA owner's date of death.

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.


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.

IRA Basic Issues Seminar OnDemand with Live S...

Live Stream
  • Recorded Tue, August 16, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

IRA Basic Issues Seminar OnDemand with Live Streaming

Live Stream
  • Recorded Tue, August 16, 2022
  • Presented by Patrice Konarik

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”.


IRA Advanced Issues Seminar OnDemand with Liv...

Live Stream
  • Recorded Wed, August 17, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

IRA Advanced Issues Seminar OnDemand with Live Streaming

Live Stream
  • Recorded Wed, August 17, 2022
  • Presented by Patrice Konarik

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 Part 4 - How to Audit IRA Files

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

IRAs Part 4 - How to Audit IRA Files

Upcoming
  • 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.

2 Day IRA Seminar: Basic & Advanced Issues On...

Live Stream
  • Recorded Tue, August 16, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$1,889.00
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