The Southeastern Institute for. IRA Training. September 20 & 21, 2016 Franklin Marriott Cool Springs, Franklin, TN
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1 The Southeastern Institute for IRA Training September 20 & 21, 2016 Franklin Marriott Cool Springs, Franklin, TN Presented by Tennessee Bankers Association and Sunwest Training Corp. Grasping the Nitty-Gritty, IRA Distributions to Owners and Beneficiaries Nuts and Bolts of IRA Rules and Regulations IRA Plan Types Traditional, Roth, SEP, and Health Savings Accts IRA and Qualified Plan Rollovers IRA Direct Transfers IRA Forms and IRS Reporting
2 The Southeastern Institute for IRA Training Grasping the Nitty-Gritty, Nuts and Bolts of IRA Rules and Regulations There are so many pieces to building the IRA foundation of knowledge that it takes a lot of nuts and bolts and brain-power to hold it together. Just when you finally grasp it, they change the rules again! While it may take years to feel confident and answer almost any question thrown your way, this program will raise your comfort level if you are a rookie and reinforce your knowledge if you have a higher level of experience. You will also receive the 275-page Sunwest Training Corp s IRA Training and Reference Manual, which is not only full of easy-to-follow IRA information, but also includes a variety of cheat sheets and quick reference tools to get you through your day-to-day tasks of working with your IRA customers. This intensive one and a half day format helps you learn the following: 1. Understanding the Top 20 Basic Terms of IRAs. 2. Reviewing the most commonly used forms to create and complete IRA transactions. 3. IRA plan types: Traditional, Roth and SEP. Since this is not vendor-form-specific, please bring a copy of your bank s IRA application form, contribution form, distribution form and rollover review or rollover certification form, as well as any other forms you may have questions on. 4. The use of the proper terminology of rollover vs. transfer when moving money from an employer plan to an IRA and from an IRA to an IRA. IRA to IRA rollover rules had big changes in Master the complicated areas of IRA distributions to owners and beneficiaries and IRS reporting, resulting in a better picture of this complicated topic. Whether you are looking to gain basic knowledge of IRAs, raise your comfort level or sharpen your skills with the most up-to-date rules and regulations, this program will cover everything.
3 Who Should Attend New account representatives, certificate of deposit personnel, savings counselors, account holder service representatives, investment and trust personnel who are newly involved in the opening, selling, marketing, or administration of IRAs. Any officer/manager who oversees the IRA department and may be responsible for answering IRA account holders questions or concerns but does not actually open IRA accounts. Experienced IRA Personnel who like a slower-paced workshop to cover all the new changes in a comprehensive manner. Agenda Day 1: Tuesday, September 20 IRA Basic Issues IRA Terminology Top 20 Terms Explanation of IRA Forms Not Forms Specific Please bring your own forms including application, contribution form, distribution, rollover review or certification and any other commonly used forms. Beneficiary designations including primary and contingent, trusts and estates Qualifications, contribution limits and other new regulations for a: Traditional IRA Roth and Conversion Roth SEP IRAs contributions and IRS reporting Health Savings Accounts Day 2: Wednesday, September 21 IRA Intermediate/Advanced Issues Qualified Plan Rollovers to a Traditional or Roth IRA Direct v. indirect IRA to IRA indirect rollovers and direct transfers Once-per-12-month rule clarifications Distributions Before age 59 ½ At age 70 ½ including mandatory notices Nine biggest mistakes of IRA beneficiary payouts Overview and explanation of IRS reporting requirements Plus any updated changes to IRAs proposed and enacted for 2016/2017 There will be a review at the end of each day s class.
4 The Southeastern Institute for IRA Training September 20 & 21, 2016 Franklin Marriott Cool Springs, Franklin, TN You are encouraged to bring a sample of the IRA forms your financial institution currently uses including application, contribution, and distribution form and rollover review or certification form. Seminar Instructor Patrice M. Konarik is president of Sunwest Training Corp. founded more than 20 years ago and is located in the Texas Hill Country near San Antonio, Texas. With more than 30 years in the financial industry, Konarik has focused her expertise on the retirement and new account areas and currently provides live training and webinars on these subjects on a nationwide basis. She has a BS degree in management science from New York s Binghamton University. Continuing Education Credits Attendees qualify for 12 hours of Continuing Professional Education (CPE) credit in the area of Specialized Knowledge and Application. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. For more information regarding administrative policies or complaints, please contact our offices at Tennessee Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, Web site: This program has not been pre-approved for ICB CE credits. Attendees who require ICB credits should go to for further instructions. For additional continuing education information, call the TBA education department at or
5 Hotel Information This one and a half day program is held at the Franklin Marriott Cool Springs (700 Cool Springs Boulevard, Franklin). TBA has arranged for a limited number of rooms at a special group rate of $167 per night single/double occupancy. The reservation deadline for the special group rate is Monday, August 29, When the allotted room block is sold, room rates will return to standard prices on a space-available basis, even if it is before the August 29 deadline. The hotel will release all unreserved rooms for general sale at midnight on August 29. Any reservation received after that date will be accepted on a space- or rateavailable basis. Please make your overnight arrangements early to assure you receive the special TBA rate. Contact the hotel directly at and ask for the Tennessee Bankers Association block of rooms to receive the special group rate. Directions: The Franklin Marriott Cool Springs is located approximately 17 miles south of downtown Nashville on I-65. Take Exit 68-A East (Cool Springs Boulevard East). At the first intersection, the Franklin Marriott is on the left. Registration Information The fees cover instruction; Sunwest Training IRA Training and Reference Manual; continental breakfast and refreshment breaks both days; and lunch on Tuesday. Please register early. TBA Members / Associate Members Nonmembers Day-of-program Early Registration $440 $880 registrants will be assessed an additional Early registration deadline is September 6 $50 late registration fee. Registration $470 $910 No written Day-of-Program $520 $960 confirmation of seminar registration will be sent from the TBA. Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates. Delivery Method Group Live Program level Day 1 Basic Day 2 Intermediate/Advanced Prerequisites & Preparation No advance preparation or prerequisites are required for this program. Attendees should bring a sample of the IRA forms your financial institution currently uses for your review during the Institute.
6 Agenda Tuesday, September 20 8:00 a.m. Registration/ Continental breakfast 8:30 a.m. Program begins Noon Lunch 1:00 p.m. Program resumes 4:00 p.m. Day 1 review 4:30 p.m. Day 1 adjourn Wednesday, September 21 7:30 a.m. Registration/ Continental breakfast 8:00 a.m. Program begins 11:30 a.m. Day 2 Review Noon Institute adjourn General Information Attire: Business casual attire is appropriate for all TBA programs. Because of temperature variations in meeting rooms, please bring a sweater or jacket for your comfort. Program Availability: Due to hotel guarantees and material production, registrations received less than 5 days before the program will be subject to space and material availability. Special Needs: If you have a special need that may affect your participation in this program, or special dietary requests, please send TBA a statement detailing your needs at least 10 days before the program. We will contact you to discuss accommodations. Cancellation Policy: Cancellations received in the TBA office 5 business days prior to the scheduled program will be refunded in full. Due to commitments with hotels, cancellations received less than 5 business days prior to the scheduled program are not refundable. Substitutions are welcome. Registrants who do not attend the program or send a substitute will be responsible for the entire registration fee. For more information contact: Susan Taylor, CMP Senior Vice President of Professional Development staylor@tnbankers.org or
7 2016 Southeastern Institute for IRA Training September 20 & 21, 2016 Franklin Marriott Cool Springs, Franklin, TN Please print or type. List name and badge nickname for each attendee. Company Address City State Zip Phone FAX Contact TBA Members / Associate Members Nonmembers Early Registration $440 $880 Early registration deadline is September 6. Registration $470 $910 Day-of-Program $520 $960 4 ways to register! 1. Register online at 2. Scan this form and it to mjenkins@tnbankers.org 3. Mail this form to the address on the right 4. Fax this form to Return completed form and payment to: Tennessee Bankers Association Attn: Monique Jenkins 211 Athens Way, Ste 100 Nashville, TN Phone: or LAST 4 DIGITS for educational tracking only. Please make check payable to Tennessee Bankers Association. TOTAL: $ Method of payment: VISA MasterCard Check Ck# Card # Exp Date Name as appears on card (please print) Card billing address City State ZIP Signature NOTE: You are encouraged to bring a sample of the IRA forms your financial institution currently uses for your review during the sessions.
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