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Course description

During this webinar, we will cover all the paperwork, contracts, disclosures and best practices.  We will also review the line-by-line reporting for the 5498 and the 1099R.  We will look at corrections, common errors and best practices to run your IRA Department from the compliance point of view. 

Program Highlights

-Auditing Your IRAs 

-1099R and 5498 Line by Line

-Correcting the reporting

-The required paperwork

-Amendments

-Truth in Savings, CIP and OFAC

-Documenting the ins and the outs

-Withholding Rules

-CDs, savings and other products

-Titling and Signature Cards

What you will receive:

-IRA Handbook over 600+ pages with up to the minute information and changes

-Quiz

-Certificate of Completion

Instructor(s)

Deborah Crawford

Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.

Course curriculum

  • 1

    Webinar

    • Access Webinar
  • 2

    Materials

    • Slides

    • Materials

    • Questions and Answers

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