Seminars / Webinars

Because retirement plans - including traditional, CESA and Roth IRAs, as well as SIMPLEs, SEPs and Qualified Plans - are always changing whether in subtle or major ways, continuing education is a must! Many changes can be conveyed through our monthly newsletter, The Pension Digest, or our Consulting Hotline service. But to get a really in-depth understanding of these plans' procedural and regulatory demands, our educational seminars are highly recommended. They offer the opportunity for one-on-one interaction, and to share in and to learn from the experiences of others in your field. Whether it's a refresher or advanced course for the experienced retirement plan staff member, or the basics for personnel newly assigned to retirement plan responsibilities, we have an array of different seminar programs scheduled throughout the United States. Our instructors have exceptional credentials and will help you master the complexitites of retirement plans. Many of our seminars are offered in cooperation with state banking associations or AIB chapters, while some are provided independently, very likely in a location convenient to you. We're extremely proud of the quality of our seminars. Each one offers timely and practical information, an accomplished presenter and an extremely useful guidebook that will be of great value after the seminar as well. If you have not received information on our upcoming seminar tour, we invite you to contact us at 1-800-346-3961.

Webinars

Convenient! Informative! Comprehensive! Interactive! Cost Effective! Current Topics!

Collin W. Fritz presents a variety of IRA, Coverdell ESA, and HSA webinars. Whether you are new to IRAs, CESAs, or HSAs, or a seasoned professional, these web-based seminars are right for you and your financial institution’s personnel. Participate in the latest on-line seminars. See how no travel, the convenience of your own office, or home, and a multi-media presentation can enhance the learning process.

Available Webinars

IRA Law Changes - Review the latest in law changes affecting IRAs, including the New Inherited IRA, changes affecting the military, and all 2008 changes
Basic Traditional & Roth IRAs - Learn the basics of establishing and administering IRAs.
IRA Distributions & Conversions - The webinar includes documentation and administration for all traditional and Roth IRA distributions, including withholding procedures, and Roth Conversions
IRA Transfers, Rollovers & Direct Rollovers - Review procedures and administration required for IRA transfers, rollovers, and direct rollovers, including the new IRA-to-HSA transfer.
IRA Required Minimum Distributions (RMDs) - Learn the RMD calculation methods and exceptions, and administration, including the trust exceptions and the required RMD Notice.
Inherited IRAs - With more and more IRA accountholders naming non-spouse beneficiaries, the administration of Inherited IRAs will only be increasing. This webinar covers all administrative aspects, including calculating the beneficiary’s RMD.
Excess Contributions & Recharacterizations - Whether a non-excess current-year contribution, an excess contribution, or a recharcterization, all required procedures are reviewed in the webinar.
Traditional & Roth IRA Reporting - This webinar includes review of IRS Forms 1099-R, 5498, and Fair Market Value Statements, RMD Notices, required beneficiary reporting, electronic reporting to the IRA accountholder/beneficiaries, and reporting corrections.
SEPs & SEP IRAs - Discussion includes the establishment and amending of SEPs & SEP IRAs, employer and employee requirements, and all custodian/trustee requirements.
SIMPLEs & SIMPLE IRAs - This webinar includes the establishment and amending of SIMPLE plans & SIMPLE IRAs, employer and employee requirements, and all custodian/trustee requirements.
Coverdell Education Savings Accounts (CESAs) - Learn CESA eligibility, exceptions, contribution limits, and special reporting.
Health Savings Accounts (HSAs) -
All aspects of HSA establishment, administration, employer and employee requirements, and custodian/trustee requirements.

Call us for information or visit our website

www.pension-specialists.com for information and to register

Click here for more product information

Special In-House Seminars

Let CWF show you how you can expand your IRAs, be more informed, be in compliance, and save money!

If there is not a conveniet seminar location near you, or if your institution would like to train a number of employees at your site, we conduct many special private seminars across the country.

You Pick the Agenda

Schedule dates and times at your convenience
Train your entire staff, not a select few
Maximize cost by having all of your people attend versus just your IRA representative attending outside seminars
Compare our cost to our competitors
Excellent seminar material
Take a technical topic and make it easier to understand
Knowledgeable Speakers

Topics

Traditional IRA
Roth IRA
SEP IRA
SIMPLE-IRA
Qualified Plans/One-Person 401(k)s
Coverdell Education Savings Accounts
Health Savings Accounts

Questions to ask your financial institution: (Let us help you with the answers!)

Is your entire staff aware of all the changes in retirement plans?
Did you know contribution amounts and limits change each year?
Most financial institutions are reporting certain transactions incorrectly, are you?
Do you know why the Roth is such a great retirement plan?
Are your files in compliance?

Would you make it through an IRS audit?

Call our sales department for a quote at 1-800-346-3961.

Click here for more product information

Seminars

Call to get Locations, Topics and Prices or visit our website

www.pension-specialists.com for information and to register

Customer Seminars

In addition to training your retirement plan staff, we can also make program presentations to the public - to your existing or potential customers - at your location or off-site. This is an excellent way to stimulate new retirement plan business.

Call our sales department for a quote at 1-800-346-3961.