13901 Glen Mill Road
Rockville, MD 20850
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IRA Beyond Essentials builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their credit unions may handle.
This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
IRA Tax Reporting and Withholding
Required Minimum Distributions (RMDs)
Processing an IRA Death Claim
You should attend this seminar if you:
Are an IRA administrator or member service representative who has a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced member service.
Fred Volkman, CIS, CIP, is a training consultant for Ascensus, Inc. He is responsible for conducting IRA training programs to meet the needs of financial institutions nationwide. Fred is the project manager for IRAdirect® webinar compliance and the IRAdirect training environment. He is responsible for new and existing IRAdirect compliance webinars for credit unions, including the development, design, implementation, assessment, and maintenance of all courses. Before joining Ascensus in 2009, Fred worked for CUNA Mutual Group for 12 years as a training consultant.
Fred attended the University of Wisconsin - Eau Claire, Chippewa Valley Technical College, and Madison Area Technical College. He is a member of the American Society for Training and Development (ASTD) and has earned the designation Certified IRA Specialist (CIS) with Ascensus and Certified IRA Professional (CIP) through Ascensus and the National Association of Federal Credit Unions (NAFCU).
8:30 a.m. – Signing in, networking, light breakfast
9:00 a.m. to 4:00 p.m. – Training
Lunch will be provided.
Maryland and D.C.-based credit unions $75 million and under in assets may be eligible for a 75% educational reimbursement from the Credit Union Foundation of MD & DC. For details and an application, visit http://www.cufound.org/training.htm
October 17th, 2012 9:00 AM – 4:00 PM