TCUL 2011 IRA Seminars
Helping Your Members Invest for Retirement!
DAY ONE – BASICS: DAY TWO – ADVANCED:
IRA PRODUCT OVERVIEW COMPLIANCE, AUDITING &
The first day focuses on learning the basic elements
of IRAs. This is an excellent day of training for IRA
administrators new to IRAs, those needing to gain The second day covers everything you need to know
additional knowledge about IRAs, and for those who about IRAs which includes all legislative updates. For
are looking for a thorough refresher course. beginners, this day builds on the information learned on
the first day. Day two is an intense day of advanced
Seminar Agenda: training covering distributions, excesses, reporting and
Traditional IRA every detail an IRA specialist must know.
Definition, eligibility and deductibility Seminar Agenda:
Determining deductibility of an IRA
Roth IRA and Roth Conversions
Moving and changing IRAs
New rules for non-spouses on qualified plans
Definition, eligibility and qualified distributions
Rollovers and transfers
Non-qualified and ordering of distributions
Designated Roth rollovers
Eligibility and how to complete a conversion
Conversions and recharacterizations
Penalty for withdrawal within five years
Education Savings Accounts
Definition, eligibility and participants
IRS tax levies
Special issues on contributions and distributions
Simplified Employee Pension Plan Using IRAs to pay COBRA if unemployed
Qualified employee and deductions for employer
Special issues for self-employed persons 70 1/2 Distributions
After the skip, where are we?
SIMPLE IRA Calculations
Employer contributions/employee contributions Notices
Penalties and other requirements Working with members who are just starting payout
Designated versus non-designated institution
Moving and Changing IRAs Rules for spouses
Rollovers and transfers Rules for non-spouses
Recharacterizations and conversions What happens after the skip?
Changes on Issues of Portability and Reporting
Conduit IRAs 5498 and 1099Rs
Basics on Compliance and Reporting Correcting errors
Auditing your IRAs
Health Savings Accounts
8:30 – 9:00 am Registration & Compliance
Continental Breakfast Reporting
9:00 am – Noon Session
Noon – 1:00 pm Lunch INSTRUCTOR
(Included in Fee) Deborah L. Crawford is president of gettechnical inc.
She specializes in the education of credit union
1:00 – 4:00 pm Session
employees and officers in the areas of deposit account
laws, new account documentation, complex compliance
CPE CREDITS regulations, and IRAs. Crawford is well known within the
industry for her humorous delivery, personal accounts,
Certified Public Accounts (CPAs) may earn up to 7
and promise to reach each and every attendee, will be a
continuing professional educational credits (CPE) for
significant benefit for your credit union, your IRA
each seminar. No advanced preparation or pre-
program, and your members.
requisites are required. For more details, contact
Training & Events at (800) 442-5762 ext. 6630, or
DATES — LOCATION — REGISTRATION
IRA BASICS — HOUSTON IRA ADVANCED — IRA BASICS — DALLAS IRA ADVANCED —
Monday, March 7 HOUSTON Wednesday, October 5 DALLAS
Hilton Houston Hobby Tuesday, March 8 TCUL 10th Floor Thursday, October 6
Airport Hotel Hilton Houston Board Room TCUL 10th Floor
8181 Airport Blvd. Hobby Airport Hotel 4455 LBJ Freeway Board Room
Houston, TX 77061 8181 Airport Blvd. Dallas, TX 75244 4455 LBJ Freeway
(713) 645-3000 Houston, TX 77061 (469) 385-6730 Dallas, TX 75244
(713) 645-3000 (469) 385-6730
Attendees are responsible for making their own sleeping room reservations. TCUL has a negotiated room rate with
Hilton Houston Hobby Airport Hotel for $109 per night (cut off date Feb. 20); Sheraton Dallas North Hotel, phone
(972) 661-3600, $108 per night; and DoubleTree Hotel Dallas near the Galleria, in-house reservation phone (972)
419-7607, $110 per night. Be sure to indicate to the hotels that you are with the TCUL group to get the special
sleeping room rate. Rooms are available on first-come, first serve-basis.
Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.
CU Name TCUL CU ID #
Person Completing Form E-mail
Attendee E-mail Primary Dept
Office Location: Main Office Branch Office Telephone
In Case of Emergency—Contact Name/Phone#: _____________________________________________
ATTENDEE NAME TITLE SESSION DATE(S)
EDUCATIONAL INVESTMENT (per person) League affiliated credit unions only
Educational Investment Registrant Cancellation Policy Grant Assistance
Substitutions are always
$299 Per Attendee / Per Day welcome. Registration fee Visit the TCUF website
refunds (less a $50 processing (www.tcuf.coop) or call
Your investment includes instruction, fee per person) are granted for (800) 442-5762 ext. 6448
extensive handouts, continental cancellations received in writing for Texas Credit Union
breakfast, lunch, and two weeks prior to the seminar. Foundation (TCUF)
two (2) beverage breaks. Seminar Cancellation Policy educational assistance.
Locations with less than 20 Grant requests must be
Walk-ins accommodated on registrants four weeks out may be received by the quarterly
space available basis. cancelled. In event of cancella- application deadline.
tion, all registrants will be notified.
To register online (preferred) please visit www.tcul.coop/training_events.html.
Mail registration form to: TCUL – IRA Seminars * P.O. Box 655147 * Dallas, Texas 75265-5147.
For additional assistance, contact Training & Events at (800) 442-5762 ext 6639 or firstname.lastname@example.org.
TWO EASY PAYMENT METHODS — PLEASE CHECK ONE
Payment must accompany registration
Credit card payment (MasterCard or VISA), please register online.
I authorize Southwest Corporate FCU to debit the credit union account for $
Account # Authorized Signature
TCUL Training Promise: We promise to deliver value priced credit union training with quality content and
applicable solutions, delivered by industry experts to enable the success of our Texas members.