THE FALL FORUM DIFFERENCE
Expert Instruction Learn and interact with the nation's most credible, competent, and experienced retirement plan trainers.
Flexible Format Tailor this program to your areas of interest.
Focused Business For 25 years, we have provided the expertise and guidance that financial organizations need.
Broad Prospective Because we work with all types of financial organizations throughout the country, our instructors have a vast working knowledge in all areas of the retirement industry.
New Programs Each year at least 30 percent of the course content offered at Fall Forum is new so that repeat attendees can always design a fresh curriculum.
CURRICULUM
IRA
· IRA Essentials
· IRA Update
· RMD and Beneficiary Issues
· Excess Contributions and Recharacterizations
· A Closer Look at 72(t)
· SEP/SIMPLE Plans
· Advanced IRA and Beneficiary Issues
· IRA Rollovers, Transfers, and Conversions
· Conducting Your Own Compliance Audit
QUALIFIED RETIREMENT PLAN
· QRP Essentials
· Understanding 401(k) Plans
· Handling Legal Issues
· Handling QRP Distributions
· 403(b) Fundamentals
· 403(b) Update
· QRP Update
· 457(b) Plans
· Popular Plan Design
BUSINESS DEVELOPMENT
· Saving for Education
· Basic Health Savings Accounts
· Advanced Health Savings Accounts’
· Legislative Issues and Answers
· Retirement Plan Business Development Strategies
· Retirement Plan Distribution Taxation Considerations
· Evolving Rollover Market
WHO SHOULD ATTEND FALL FORUM
Ascensus instructors have trained a wide variety of industry professionals on the intricacies of the retirement services industry. From the basics of IRAs to the more advanced issues dealing with qualified retirement plans, 403(b) plans, and 457 plans, Ascensus has been a leading provider of training for the retirement services market. With 25 courses to choose from—including basics, advanced, and even new business sales and marketing opportunities—Fall Forum is a one-of-a kind experience that should be attended by any individual involved with the retirement services industry.
PAST ATTENDEES
· Operations Managers
· Vice President of Sales
· Trust Officers
· Training Supervisors
· Member Service Representatives
· Call Center Support Managers
· Sales and Marketing Executives
· Technical Compliance Officers
· Customer Service Managers
· Business Development Staff
Be a part of this unique retirement services conference and count yourself as one of the thousands of industry professionals trained by the experts at Ascensus.