Credit Union IRAs Training

OnCourse Learning's credit union IRA training covers topics ranging from IRA terms and plan types to distributions and rollovers to distributions and beneficiaries and many more. All of our bank training webinars are led by experts from the financial industry.

IRAs - Part 4 - Auditing your IRA Files

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, October 23rd, 2020.

Now that you've been dropped into the IRA department without training, how do you know what to keep and what to toss as far as IRA documents go? Add on to that, your credit union just purchased another institution and you have to go through all their IRA files, too!!

Related Topics: IRAs

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IRAs - Part 3 - Distributions and Beneficiary Payouts

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, October 16th, 2020.

On January 1, 2020, the SECURE Act became effective with some of the most sweeping distribution changes we've had to IRAs since 2002. In addition, the life expectancy tables are being updated for 2021 distributions. Lots to catch up on!

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5158/?idAff=19

IRAs - Part 2 - Rollovers and Transfers

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, September 18th, 2020.

If there is any confusion in the IRA world, it is the use of the words "rollover" vs. "transfer" when moving a Qualified Plan to an IRA and/or an IRA to an IRA. There are 3 main questions that need to be asked when receiving money that has previously been part of a QP or an IRA.

Related Topics: IRAs

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IRAs - 4 Part Series

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, September 11th, 2020.

Attend this series to understand everything you need to know about IRAs including rollovers, transfers, distributions and beneficiaries, and auditing.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5155/?idAff=19

IRAs - Part 1 - Start with the Basics

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, September 11th, 2020.

Let's introduce you to the basic IRA terminology, forms and plan types. We'll give you a jump-start on building the IRA foundation.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5156/?idAff=19

IRA Advanced Issues Seminar OnDemand with Live Streaming

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, August 26th, 2020.

Attend this comprehensive IRA Seminar via Live Streaming Video!

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5176/?idAff=19

IRA Basic Issues Seminar OnDemand with Live Streaming

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Tuesday, August 25th, 2020.

Attend this comprehensive IRA Seminar via Live Streaming Video!

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5175/?idAff=19

New Rules Regarding IRA Beneficiary Payouts

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, March 6th, 2020.

The SECURE Act effective January 1, 2020 had the most substantial changes to beneficiary payouts since 2002. And, they are not necessarily in favor of the beneficiary.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5069/?idAff=19

IRA Update – Detailing the IRA Changes of the Secure Act signed December 20, 2019

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, January 31st, 2020.

After a year of dragging their feet, the Senate finally agreed to the Secure Act bill that was passed by the House several months ago. It was included in the 2020 Appropriations Act signed into law right before Christmas.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5045/?idAff=19

Heath Savings Accounts - Getting them Right

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, January 17th, 2020.

It still seems like we are terrified when our members say the letters "H-S-A".  We either freeze or run away.  While our members may still have many questions on this product after 16 years on the market, what responsibility does the credit union have vs. the member.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5043/?idAff=19

IRAs: Auditing Your Files

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, October 11th, 2019.

Attend this program to understand what must be kept in the files, and learn how to avoid IRS penalties for incorrect IRA reporting. 

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5021/?idAff=19

IRAs: Distributions and Beneficiaries

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, October 4th, 2019.

Attend this program to understand the complicated issues associated with distributions, beneficiaries, and reporting.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5020/?idAff=19

IRAs: Rollover vs. Transfer

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, September 25th, 2019.

Attend this program to understand the difference between rollovers and transfers.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5019/?idAff=19

IRAs: 4 Part Series

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, August 29th, 2019.

Attend this series to understand everything you need to know about IRAs including rollovers, transfers, distributions and beneficiaries, and auditing.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5017/?idAff=19

IRAs: Understanding the Basics

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, August 29th, 2019.

Attend this program to understand the basic principals of IRAs.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/5018/?idAff=19

IRA Death Distributions to Beneficiaries

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Tuesday, April 2nd, 2019.

Join a discussion on death payments to IRA Beneficiaries. This program will cover spousal, individual nonspouse, revocable trust, irrevocable trust, entity or no beneficiary named distributions.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4961/?idAff=19

Health Savings Accounts

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, February 8th, 2019.

This webinar will assist you in setting up HSAs correctly and perform the proper maintenance and reporting.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4948/?idAff=19

IRA Annual Update

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, January 23rd, 2019.

If you want to get updated on the most recent changes to IRAs, this Webinar is for you.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4947/?idAff=19

IRAs: Distributions and Beneficiaries

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, October 12th, 2018.

Attend this program to understand everything you need to know about IRA distributions and beneficiaries.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4893/?idAff=19

IRAs: Rollovers and Transfers

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, September 7th, 2018.

Attend this program to understand everything you need to know about IRA rollovers and transfers.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4892/?idAff=19

IRAs: The Basics

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, August 29th, 2018.

Attend this program to understand the basic principals of IRAs.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4888/?idAff=19

IRA 3 Part Series

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, August 29th, 2018.

Attend this series to understand everything you need to know about IRAs including rollovers, transfers, distributions and beneficiaries.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4894/?idAff=19

Webinar Subscription Packages

Presented By:Photo of Carl Pry Carl Pry
This event was recorded on Monday, May 22nd, 2017.

If your institution attends at least 5 webinars per year, a webinar subscription package is a no-brainer!

Related Topics: Human Resources, BSA, Deposit Accounts, Management/Employee Development, Sales, Lending, IRAs, Compliance, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/2520/?idAff=19

Top 10 IRA Issues

Presented By:Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Friday, February 17th, 2017.

This webinar will provide an interesting and unique perspective on the Top 10 IRA issues facing financial organizations today.

Related Topics: Risk Management/Legal, Sales, IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4755/?idAff=19

IRA Rollovers and Transfers have changed, are you prepared?

Presented By:Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 31st, 2017.

This webinar will discuss rollovers and transfers as well as direct and indirect rollovers and will also touch on designated Roth account assets.

Related Topics: IRAs, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4754/?idAff=19

IRAs - 3 Part Webinar Series

Presented By:Photo of Paul Cullen & Mike Glover Paul Cullen & Mike Glover
This event was recorded on Tuesday, January 24th, 2017.

These sessions will provide a comprehensive review of Roth and Traditional IRAs including rollovers, transfers and the most recent issues institutions face regarding IRAs.

Related Topics: IRAs, Sales, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/4756/?idAff=19

Introduction to IRAs

Presented By:Photo of Stacy Torkelson & Ryan Przybilla Stacy Torkelson & Ryan Przybilla
This event was recorded on Tuesday, January 24th, 2017.

For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs.

Related Topics: Risk Management/Legal, Sales, IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4753/?idAff=19

10 Lessons Learned When Your Member Dies

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Thursday, October 13th, 2016.

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.

Related Topics: Sales, IRAs, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4711/?idAff=19

IRA Distributions: Premature and Normal

Presented By:Photo of Christy Crawford Christy Crawford
This event was recorded on Thursday, February 11th, 2016.

In this IRA webinar, we will work on the distribution side of the IRA. You will learn various distributions from the IRA, from premature to normal distributions and how to report them to the IRS.

Related Topics: IRAs, Risk Management/Legal, Management/Employee Development

Promo URL: https://www.CUWebinars.com/Webinar/Details/4667/?idAff=19

IRA Basics

Presented By:Photo of Christy Crawford Christy Crawford
This event was recorded on Thursday, January 28th, 2016.

If you have just started with IRAs or want a good review of IRA fundamentals, this is the program for you.

Related Topics: Management/Employee Development, Risk Management/Legal, IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/4666/?idAff=19

10 Lessons Learned When Your Member Dies

Presented By:Photo of Deborah Crawford Deborah Crawford
This event was recorded on Wednesday, October 14th, 2015.

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a member dies.

Your member passed away yesterday and the family is grieving. Yet, in the midst of all the remembering and honoring of a life, the legal and compli... More →

Related Topics: Human Resources, Risk Management/Legal, Management/Employee Development, Compliance, IRAs, Sales

Promo URL: https://www.CUWebinars.com/Webinar/Details/4631/?idAff=19

IRA Products

Presented By:Photo of Christy Crawford Christy Crawford
This event was recorded on Monday, July 20th, 2015.

This basic IRA webinar is designed for those new to IRAs or is a great review for those who have been in the business for a while.

Related Topics: IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/1806/?idAff=19

IRA Distributions

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, March 27th, 2014.

I thought I knew the answer! Whether you are an IRA "rookie" or an IRA "pro", you know you have probably had this feeling many times! Oh, that helpless feeling we get when a member asks us anything above the most basic IRA questions. If you are searching for a Webinar where you will achiev... More →

Related Topics: Risk Management/Legal, IRAs, IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/437/?idAff=19

IRA Transfers and Rollovers - What's the Difference?

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, March 13th, 2014.

HUGE Difference!! One of the most incorrectly reported transactions is the movement of funds from a Qualified Employer Plan to an IRA and from an IRA to an IRA. The result is the IRA members getting "love" letters from the IRS with huge bills attached stating they owe thousands of dollars in ta... More →

Related Topics: Risk Management/Legal, Risk Management/Legal, IRAs

Promo URL: https://www.CUWebinars.com/Webinar/Details/407/?idAff=19

Traditional and Roth IRA's

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, March 7th, 2014.

You have finally received the promotion you've been dreaming about - IRA Coordinator! Now what do you do? Were you able to get even a little bit of training before the last Guru left the credit union - or are you "on your own"? Because of their extreme complexity, IRAs are a very difficult produc... More →

Related Topics: IRAs, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/467/?idAff=19

IRA Update

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Monday, February 10th, 2014.

It's a new year and changes to IRAs are inevitable. Just when we get comfortable with the "old" rules, Congress throws us a curve. If you want to get updated on the most recent changes to IRAs, this 1 hour Webinar is for you.

Related Topics: IRAs, Risk Management/Legal

Promo URL: https://www.CUWebinars.com/Webinar/Details/435/?idAff=19