IRA Compliance: Managing a Successful IRA Program

Live Webcast: Thursday, May 17, 2012 • 2:00 p.m. - 3:30 p.m. EDT

Early Bird Deadline: May 10, 2012

On-Demand webcast expiration date: May 17, 2013

Open to all credit unions, regardless of membership or charter type!

With the continuous changes to IRA regulations, managing a successful and compliant IRA program can be stressful. Now is a great time for you to review your program to ensure that your credit union is properly handling IRAs.

This webcast will cover the top 10 things you should and shouldn’t do when handling IRAs along with most common misunderstandings of the changing tax year contributions. To have a successful IRA program, you must have
a compliant IRA program, so don’t let your IRA program fall out of compliance—register today!

By attending this webcast, you will walk with:

• The top 10 things you should and shouldn’t do when handling IRAs
• An understanding of how to properly establish an IRA;
• Keeping track of IRA transactions;
• Processing distributions due to death or divorce; and
• How to handle certain prohibited transactions.

With the many changes in IRAs, this webcast will allow for ample time for you to ask your most pressing IRA questions.

Credit union staff who will benefit from this webcast include:

• Back Office Staff
• Branch Officers and Managers
• Compliance Staff
• Education and Training Staff
• Member Service/Call Center/Member Relations Staff
• Operations staff

Industry Leading Speakers:

Lisa Melberg
Technical Consultant
Ascensus

Lisa Melberg is a technical consultant with the Ascensus ERISA compliance department. As a consultant, Melberg assists clients with technical compliance questions through Ascensus’ 800 Consulting service. Melberg also instructs Ascensus’ webinars and various Ascensus sponsored seminars nationwide. She participates in drafting IRA documents, IRA compliance audits and qualified plan correction programs.

Ascensus delivers a full range of retirement plan services—including plan administration, plan design and maintenance, consulting, web-based tools and content, software solutions, education and training, forms and documents, and technical resources—to approximately 9,000 financial organizations nationwide.

NAFCU's webcasts include live streaming video and audio of the presenters along with presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time and there is no dialing in over the phone! The audio and video stream directly through your computer.

Unlimited, on-demand access to the webcast is available for up to 12 months after the live broadcast and is included as part of the registration fee.

Registration Fees 

Broadcast live from NAFCU's Headquarters in Arlington, VA.