ira_information_registration_form

Document Sample
ira_information_registration_form Powered By Docstoc
					               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
                                                                      REPORTING
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
                                                              Premature Distributions
    Education Savings Accounts
                                                               Annuity payout
     Definition, eligibility and participants
                                                               IRS tax levies
     Special issues on contributions and distributions
                                                               Reservists exception
    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
                                                              Death Distributions
    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
                     SCHEDULE                                  Forms
    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
(469) 385-6630.
   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 #
CU Address
City/State/9-Digit Zip
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 clau@tcul.coop.

                   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.

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:3
posted:8/5/2011
language:English
pages:2