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Credit Unions

 

Whether your training needs are basic or advanced, build a solid foundation of IRA and HSA knowledge with the Ascensus Video Training Series.  Using the Video Training Series to supplement your existing training - or as a stand-alone program - will ensure that your staff is trained on pertinent IRA and HSA topics.  The Ascensus Video Training Series is divided into three learning tracks, each containing multiple courses, with a wide range of topics to meet your organization's learning objectives.  Follow each track or pick and choose courses to fit your education priorities.  Each Video Training Series course DVD is approximately 45 minutes in length and includes concepts discussed in easy to understand language; a workbook (which may be duplicated) with exercises to reinforce concepts, diagrams and charts for easy reference, and space for taking notes; and an assessment to help gauge an understanding of the subject matter.
 
IRA Fundamentals Track
  • IRA Basics
  • IRA Contributions
  • IRA Establishment
  • IRA Reporting
  • Understanding Transfers and Rollovers

 

IRA Distributions Track

  • 72(t) Payments
  • Conversions and Recharacterizations
  • IRA Beneficiary Distributions
  • IRA Excess Contributions
  • IRA Required Minimum Distributions
  • Roth IRA Distributions
  • Traditional IRA Distributions

 

Specialty Track

  • Advanced HSAs 
  • HSA Basics 
  • SEP Plans
  • SIMPLE IRA Plans
 
Audience
Internal IRA and HSA staff
 
Prerequisites
None
 
Length
Self-paced
 

Session Dates

Not applicable

 

Pricing

Contact an Ascensus Sales Representative at 800-346-3860, option 3, sub option 2

 
Continuing Education Credits
Not applicable 
 
 

 

 

Need Assistance

with Video Training Series?

800-346-3860 opt. 2

 Email Us

 

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