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Course description

Many banks have major exposure on the mishandling of IRAs at the frontline and have little awareness of that risk until it is too late!This program is designed to train all staff on the questions and answers on IRAs that everyone should know.  This program is updated for the SECURE ACT.  Train your staff on the new rules for 2020.

Program Highlights:

It’s tax season.  Many customers still use the IRA as a retirement plan for themselves and their employees.  What are the IRA products?  How are they moved?  Who is eligible for these products and what happens at death?  Can you talk IRAs without giving tax advice?  This is designed for managers, loan officers, tellers, new accounts.  It is a must for every bank employee who may handle, open or discuss products with a customer.  Don’t run away from one of the best products you can open!

What you will learn:

Four products and the eligibility requirements

How to tell from the check if it is a rollover or transfer

How to handle rollovers from company retirement plans

What are the premature distribution penalty exceptions? 

What happens to an IRA from birth to death?

How does the IRS know what the customer is doing?

-And so much more

You will receive:

The 2020 IRA Handbook with 500+ pages of information


Instructor(s)

Deborah Crawford

Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.

Course curriculum

  • 1

    Webinar

    • Access Webinar
  • 2

    Materials

    • Materials

    • Slides

    • Secure Act

    • Questions and Answers