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IRA Administration
" This seminar covers all the recent IRA developments. It is designed for experienced IRA..."
Ken Golliher
Pegasus Educational Services, LLC
On-Site
Program Info
Speaker: Ken Golliher
Sponsor:
Program times: 9:30 AM to 4:00 PM
All times are local.
Price: $275.00
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There are no active registration dates remaining for this program, we hope to see you next year!

IRA’s – one of the most sophisticated deposit products that financial institutions offer. Simultaneously navigating the requirements of federal law while answering customer questions requires well trained employees with good resources at their fingertips. That’s what this program offers.

This seminar covers all the recent developments in the context of daily IRA operations and includes analysis of:

• Traditional IRAs
• Roth IRAs
• Eligibility requirements
• Contribution limits and deductibility
• Participant distributions – voluntary and mandatory
• Beneficiary distributions – voluntary and mandatory
• Penalties and penalty waivers
• Information reporting from the 5498 to the 1099R
• Changes affecting IRA Administration in the upcoming year

Designed for more experienced personnel, the program also focuses on frequently asked questions regarding:

• Rollovers and transfers after age 70 ½
• Establishing beneficiary accounts and paying out to beneficiaries
• Transferring a beneficiary IRA to another institution
• Transfers from qualified retirement plans

This seminar does NOT cover:

• SIMPLE IRAs,
• SEPs,
• HSAs or
• Coverdell Education Savings Accounts.

Who?

The seminar is designed for experienced IRA personnel who are familiar with IRA eligibility and the various types of IRAs. The person who is newly responsible for IRAs routinely finds the day a challenge, but is able to keep up.

What to bring?

Attendees are asked to bring copies of their IRA documents for reference and review during the seminar.

Program timing:

Late in each fall, the IRS announces changes to "allowable contribution amounts" and "phase out ranges" based on adjustments for inflation. To assist attendees, this program includes the dollar amounts applicable to the following year.

Attendee Info

Registration opens 30 minutes prior to the program.

Please bring a jacket or a sweater. Temperature is often difficult to control.

All attendees registered receive an email reminder three days prior to the program. For questions about registration click here or call 1-888-550-4555.

Meals and breaks : Continental breakfast.
Lunch is provided.
Breaks provided.

Cancellations: Substitutions are always welcome. Paid registrants cancelling up to 7 days prior to the seminar receive full refunds. There are no adjustments for cancellations received after that date, including those that may be related to weather.  

Speaker Bio

Ken Golliher is a principal with Pegasus Educational Services, LLC. He is an experienced banker with a unique ability to reduce complex legal concepts to plain English. He has explained the “why” and “how” of regulations to thousands of financial institution personnel and examiners. Ken’s banking career began in 1972 and includes serving as a teller, commercial operations manager and as trust department legal counsel in a state and a national bank. For ten years he headed the education division of a regional consulting firm for financial institutions. He has served on the faculty of the LSU Graduate School of Banking, the OTS’ Level I Compliance School and the FDIC’s Advanced Consumer Protection school for examiners. Ken has also been an instructor at compliance schools sponsored by the Illinois, Georgia, Indiana and Nebraska bankers associations.