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The Setting Every Community Up for Retirement (SECURE) Act, effective January 1, 2020, ushered in some of the most sweeping changes to retirement plans in decades. It was followed less than three months later by the passage of The Coronavirus Aid, Relief, and Economic Security (CARES) Act, which also contained provisions changing some of the rules for retirement plans. Does your credit union have a good understanding of these new rules and their impact on IRAs?

To learn more about IRAs, as well as the impact of the new changes, join the highly skilled Ascensus trainers October 20 & 21, 2020, for Online learning IRA Training, delivered right to your desk!

Ascensus IRA Essentials will be held Tuesday, October 20, 2020.  This session gives attendees a solid foundation of IRA knowledge. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Topics include Introduction & Establishing IRAs, IRA Funding, IRA Distributions, and IRA Portability.

Ascensus Advanced IRAs will be held Wednesday, October 21, 2020.  This session builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. Topics include IRA Update, IRA Excess Contributions, Required Minimum Distributions, Beneficiary Options, and Advanced Portability.

Ascensus is the nation’s premier provider of IRA services for credit unions, and instructors use real-world exercises to help participants apply information to job-related situations. Whether you are new to IRAs or an experienced administrator wanting an update on this year’s new rules, you’ll find the training you need to serve your members’ IRA needs.

Your educational investment for the training is $219 per person, per session/day, or $425 if the same person attends both sessions/days.  The October 20 & 21, 2020, Online learning IRA Training sessions will be conducted by Ascensus.  Registration for the sessions is provided through the Mississippi Credit Union Association in cooperation with the Nebraska Credit Union League.  To learn more about these IRA training opportunities or register, visit the Calendar of Events on mscua.com.  The registration deadline is October 5, 2020.