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Printable_BrochureIRAs don't have to be difficult or scary. This is the first in a series of five IRA programs designed to provide bank employees with the basics. Each program is approximately 45 minutes in length. Keeping it short has several advantages. Brevity promotes better retention and comprehension. Plus the training is easily incorporated into the workday. A detailed manual accompanies each program. Those participating are also encouraged to follow along using their Bank's IRA forms and disclosures.
Opening traditional IRAs is easy - once you know how! This presentation is designed to take the mystery out of opening traditional IRAs. Eligibility requirements, and forms and disclosures used to open Traditional IRAs are discussed in detail.
> Upon completion of the program participants will understand:
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what the term IRA means,
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the financial institution's role in opening and maintaining IRAs
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the importance of adhering to IRS regulations,
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who is eligible to open a traditional IRA,
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what information is required on the application,
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the difference between primary and contingent beneficiaries,
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requirements for obtaining spousal consent of beneficiaries,
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information contained in each section of the Plan Agreement,
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what disclosures are required to be provided at opening, and
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more.
Note: Those viewing the presentation are encouraged to follow along using their bank's forms and disclosures.
Workshop Resources: This presentation includes audio, video and a power point slide show. A detailed manual is available for download. It is suggested a copy be made for each person participating in the program. For questions after the program a question and answer forum is provided as a part of the course. All questions are answered by the speaker and available to anyone purchasing the program.
Expected Audience: This course is designed for financial institution personnel who are new to IRAs, or need a refresher.
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Speaker: Laura Wilson is a principal with Pegasus Educational Services, LLC. She is a gifted trainer who proves learning can be fun. Audiences routinely comment that her recollection of material content and sense of humor are unique among presenters on technical topics. At one time she served as the regulatory compliance trainer for a $3 billion savings bank. Later, she was a senior consultant and full-time trainer for a regional consulting firm for financial institutions. |
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