Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Client Service Specialist

EPIC Retirement Plan Services
(Remote / AL / AZ / CO / CT / FL / GA / IA / IL / IN / MA / MD / ME / MI / MN / MO / NC / NE / NH / NV / NY / PA / SC / TN / TX / UT / VA / VT / WI / WY)

EPIC Retirement Plan Services logo

Quality Control Specialist

Pentegra
(West Harrison NY)

Pentegra logo

Retirement Plan Administrator

The Nolan Company
(Remote)

The Nolan Company logo

Experienced Retirement Plan Administrator

Karel-Gordon & Associates
(Remote / Deerfield IL)

Karel-Gordon & Associates logo

Compliance Specialist II

EPIC Retirement Plan Services
(Remote / AL / AZ / CO / CT / FL / GA / IA / IL / IN / MA / MD / ME / MI / MN / MO / NC / NE / NH / NV / NY / PA / SC / TN / TX / UT / VA / VT / WI / WY)

EPIC Retirement Plan Services logo

Retirement Plan Administrative Specialist

Mueller Financial Services
(Elgin IL / Chicago IL / Orland Park IL)

Mueller Financial Services logo

Plan Document Specialist

The Ryding Company
(Remote / CA / HI / NC / NY / PA / TX / UT)

The Ryding Company logo

Retirement Plan Administrator

Midwest Independent TPA Firm
(Remote / Kenosha WI)

Senior Defined Benefits Consultant

Loren D. Stark Company
(Remote)

Loren D. Stark Company logo

In-house Counsel, Legislative and Regulatory Advisor

Cheiron, Inc.
(Mc Lean VA / Charlotte NC / Chicago IL / CA / MD / NJ / NY / PA)

Cheiron, Inc. logo

Principal Benefits Expert

Mineral
(Remote / Portland OR)

Documents and Operations Coordinator

Jordan & Associates Retirement Services
(Remote / Santa Rosa CA)

Jordan & Associates Retirement Services logo

ESOP Administrator

Blue Ridge ESOP Associates
(Remote)

Blue Ridge ESOP Associates logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming   |   Recorded
Conferences  >  Upcoming   |   Grouped by Location
All  >  Upcoming   |   Grouped by Sponsor

View More Ascensus Webcasts and Conferences

IRA University

Ascensus

Sept. 28, 2022 - Nov. 2, 2022
Webcast

Each week consists of a self-paced eLearning module (45 to 60 minutes), followed by a 90-minute interactive webinar on Wednesdays at 1:00 p.m. CT to help participants apply their knowledge from the eLearning module. If you’re unable to attend, webinars are recorded for on demand viewing. After completing IRA University, attendees have the opportunity to earn their Certified IRA Specialist I (CIS I) designation for no additional cost.

Week One – Getting Started Webinar

  • IRA University guidelines and expectations
  • How to access eLearning modules
  • Exam requirements
  • eLearning homework assignment

Week Two – IRAs – Benefits and Contributions

  • IRA definition
  • IRA contribution eligibility
  • Contribution deadlines
  • Contribution limits
  • Tax advantages
  • eLearning homework assignment

Week Three – Establishing an IRA

  • Opening an IRA
  • Naming beneficiaries
  • IRA opening documents
  • eLearning homework assignment

Week Four – IRA Distributions Overview and Roth Distributions

  • IRA distribution taxation
  • Roth distribution ordering rules
  • Documenting Roth IRA distributions
  • Reporting Roth IRA distributions
  • eLearning homework assignment

Week Five – Traditional IRA Distributions

  • Traditional IRA distribution taxation
  • Required minimum distribution rules
  • Documenting a Traditional IRA distribution
  • Reporting a Traditional IRA distribution
  • eLearning homework assignment

Week Six – Portability

  • Differences between transfers, rollovers, direct rollovers, and indirect rollovers
  • Determining the transaction type
  • Documenting transfers, rollovers, direct rollovers, and indirect rollovers

More Information, How to Register

© 2022 BenefitsLink.com, Inc.