IRA Series: Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers

Frontline & New Accounts IRA & HSA Operations Deposit Account Compliance

On-Demand Webinar:

StreamedSep 18, 2025Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

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IRAs are an important service, but they require specialized knowledge.

This informative, practical program will address many aspects of IRAs, including terminology, red flags, missteps to avoid, and more. Attend this webinar to ensure you can answer accountholder questions and handle IRAs compliantly.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

List the eligibility requirements for Traditional and Roth IRAs
Name the documents required for opening an IRA
Recall the current year IRA contribution limit
State the penalty for excess IRA contributions
Describe an IRA-to-IRA transfer
Define an IRA-to-IRA rollover
Describe an employer-sponsored retirement plan-to-IRA rollover
Recognize areas of vulnerability when processing transfers and rollovers

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WEBINAR DETAILS

The IRA rules aren't difficult to apply, but they are "fussy." This webinar will discuss the basics, including the requirements to open an IRA, contribution eligibility and limits, and how money can move between IRAs and other plans. IRAs have to be opened properly or be vulnerable to fines. Owners need to adhere to the maximum contribution rules or be subject to penalties. IRA owners also have unprecedented ability to move funds between tax-sheltered plans but may look to you to learn the most efficient ways of doing so. Are you ready? This nuts-and-bolts discussion will introduce relevant IRA terminology and jargon, help you recognize key transactional red flags, address common (avoidable) mistakes, and convey working know-how for common IRA transactions.

WHO SHOULD ATTEND?

This informative session is designed for those directly interfacing with accountholders at the point of opening an IRA, contributing to an IRA, or hoping to move IRA funds into, or out of, your financial organization. It is also well-suited for those who are “checking” transaction paperwork in the back office and serving in compliance and approval capacities.

TAKE-AWAY TOOLKIT

Job aids for:
- Accepting regular and spousal contributions
- Establishing an IRA
- Accepting employer plan rollovers
Web link to comprehensive COLA resources (contribution, deductibility, MAGI limits, and more)
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.