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

Principal Benefits Expert

Mineral
(Remote / Portland OR)

Experienced Retirement Plan Administrator

Karel-Gordon & Associates
(Remote / Deerfield IL)

Karel-Gordon & Associates logo

Retirement Plan Administrator

Midwest Independent TPA Firm
(Remote / Kenosha WI)

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

Documents and Operations Coordinator

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

Jordan & Associates Retirement Services logo

Plan Document Specialist

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

The Ryding Company logo

ESOP Administrator

Blue Ridge ESOP Associates
(Remote)

Blue Ridge ESOP Associates logo

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

Retirement Plan Administrator

The Nolan Company
(Remote)

The Nolan Company logo

Retirement Plan Administrative Specialist

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

Mueller Financial Services logo

Quality Control Specialist

Pentegra
(West Harrison NY)

Pentegra 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 Institute

Ascensus

Oct. 3, 2022 - Oct. 7, 2022
Minnesota

IRA Institute prepares you to earn the nationally recognized CIP or CISP designation.

What You Will Learn
After successfully completing IRA Institute, you will be able to do the following.

  • Establish and administer Traditional and Roth IRAs
  • Understand the rules for SEP and SIMPLE IRA plans
  • Describe the contribution eligibility requirements
  • Process IRA distributions, transfers, and rollovers
  • Understand beneficiary options and process these transactions
  • Process tax reporting to the IRS and IRA owners
  • Mitigate risk by reducing errors and penalties


Course Topics

  • IRA establishment
  • Contributions
  • Transfers and rollovers
  • Beneficiary distributions
  • Excess contributions
  • Conversions and recharacterizations

More Information, How to Register

© 2022 BenefitsLink.com, Inc.