Improve Member Experience with Confident Staffers to Handle IRAs
To maintain compliance and build staff confidence in working with members to service individual retirement accounts, MCUL is hosting an IRA: Essentials and Advanced online training course. Offered in conjunction with Ascensus, participants may register for either one or both days of the two-day training, eld on Nov. 13-14.
Popular presenter Deb Shipman, a certified IRA professional from Ascensus, will lead the workshop that covers an introduction to IRAs and how to establish them, along with information on funding, distributions and portability all on the first day. The second day covers legal issues, excess contributions, required minimum distributions, beneficiary options and withholding requirements and forms.
Registration is $294 for a single day or $588 for both days.
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