Credit Unions

IRAdirect & Compliance Webinars

These webinars are developed for credit unions using Ascensus' IRAdirect^®. If you are on our Fully-Administered program, these webinars will teach you how to use this application to its fullest potential.

The links below will display a PDF containing detailed course information.

NOTE: Due to the interactive curriculum format, these webinars are not available on CD.

2012 IRAdirect^®& Compliance Webinars

Death Claim Processing	IRA Distribution Concepts
ESA Fundamental Concepts	IRA Transfer & Rollover Concepts
Establishing & Funding IRAs	Required Minimum Distribution Concepts
Excess Contribution & Recharacterization Concepts	Tax Reporting Responsibilities
HSA Fundamental Concepts	Traditional IRA-to-Roth Conversion Concepts
HSA Advanced Concepts

Compliance Webinars

These webinars are developed for all types of organizations in the retirement plan industry.

The links below will display a PDF containing detailed course information.

NOTE: CD copies of these webinars are available for purchase.

2012 Compliance Webinars

72(t) Payments	IRA Beneficiary Distributions
Advanced HSAs	IRA Contributions
Choosing the "Right" Retirement Plan	IRA Excess Contributions
Comparing Roth & Traditional IRAs	IRA Frontline Fundamentals Part 1 & 2
Conducting Your Own Compliance Audit	IRA Investment & Investment Issues
Conversions & Recharacterizations	IRA Reporting
Coverdell Education Savings Accounts	IRA Required Minimum Distributions
Establishing & Amending IRAs	QRP Beneficiary Rollovers to Inherited IRAs
Handling IRA Legal Issues	Rollovers Between Retirement Plans and IRAs
HSA Basics	Roth IRA Distributions
Introduction to Individual(k)/ 401(k) Plans	SEP Plans
Introduction to QRP Distributions	SIMPLE Plans
Introduction to Qualified Retirement Plans	Traditional IRA Distributions
IRA Basics	Understanding & Processing Transfers & Rollovers

Purchase Includes

One phone connection and one Internet connection at one room where an unlimited number of listeners can participate

Providing the password to others for their use, or using the password more than once, or any simultaneous or delayed transmission, broadcast, re-transmission, or re-broadcast of this event to additional sites/rooms by any means (including but not limited to the use of telephone conferencing services or a conference bridge, whether external or owned by the registrant) or recording is a violation of U.S. copyright law and is strictly prohibited.

Need Assistance

with Webinars?

800-356-9140

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	System Requirements
	Ascensus Education Catalog