All Categories
    Filters
    Preferences
    Search

    IRA Rollovers, Recharacterizations, & Transfers

    Wednesday, March 7, 2018 - 2:00 PM - 2:30 PM ET
    $249.00
    *
    This webinar is designed for new accounts specialists and IRA administrators to help your institution “get it right” when an accountholder is moving money to/from your institution. This detailed program will take each type of movement and walk you right through how it should be done.

    Overview

    Moving funds around seems to get everyone in an uproar. Sometimes the check is not written correctly or the coding is not done correctly. This IRA program is designed for those who work with account holders to move IRA funds around.  So many errors occur in this area of the financial institution which can cost you or your account holder money and hassle.

    This webinar is designed for new accounts specialists and IRA administrators to help your institution “get it right” when an accountholder is moving money to/from your institution.  This detailed program will take each type of movement and walk you right through how it should be done. 

    Covered Topics

    • Rollover from IRA to IRA
    • Transfers from IRA to IRA
    • New One time rollover rule
    • Qualified Retirement Plan rollovers
    • IRS Waiver of 60 day rule
    • Rollovers from IRAs back to 401K
    • Recharacterizations
    • Conversions
    • Other special rollovers
    • Revocations


    Who Should Attend?

    IRA personnel, new accounts specialists, personal bankers, assistant branch managers, branch managers, training, branch operations    

    Write your own review
    • Only registered users can write reviews
    • Bad
    • Excellent

    Overview

    Moving funds around seems to get everyone in an uproar. Sometimes the check is not written correctly or the coding is not done correctly. This IRA program is designed for those who work with account holders to move IRA funds around.  So many errors occur in this area of the financial institution which can cost you or your account holder money and hassle.

    This webinar is designed for new accounts specialists and IRA administrators to help your institution “get it right” when an accountholder is moving money to/from your institution.  This detailed program will take each type of movement and walk you right through how it should be done. 

    Covered Topics

    • Rollover from IRA to IRA
    • Transfers from IRA to IRA
    • New One time rollover rule
    • Qualified Retirement Plan rollovers
    • IRS Waiver of 60 day rule
    • Rollovers from IRAs back to 401K
    • Recharacterizations
    • Conversions
    • Other special rollovers
    • Revocations


    Who Should Attend?

    IRA personnel, new accounts specialists, personal bankers, assistant branch managers, branch managers, training, branch operations    

    Presenter:

    Christy Crawford

    Christy Crawford is president of Christy Crawford Consulting specializing in the education of banks and credit unions across the nation. Christy is an associate speaker for Gettechnical Inc. As a former trainer for Wal-Mart Corporation, and former V.P. of Gettechnical Inc. she brings her previous 12 years of sales and training experience to your financial institution. She earned a bachelor's degree from Louisiana State University and is BSA/AML certified. Her expertise is in the deposit side of the financial institution and focuses on teller, new accounts, IRAs, HSAs, robbery, security and BSA for the frontline training.