The GSB Online Seminar Series

Presented by: Ascensus  This 60-minute program will be presented live on: April 27, 10:00-11:00 a.m. Central Time Recording available through: July 27, 2022 Price: $275 This course provides answers to your clients’ rollover questions by explaining all the rollover opportunities, including evolving portability rules between IRAs and employer plans. Our experts teach financial organizations how to capture, facilitate, and report rollovers between employer plans and IRAs. Read More

Presented by: Ascensus  This 2-part program will be presented live on: May 11 & 18, 10:00-11:00 a.m. Central Time Recording available through: August 18, 2022 Price: $455 The SECURE Act made significant changes to IRA rules, that included adding complexity to the beneficiary rules. Is your financial organization finding it difficult to understand the options that are available to IRA beneficiaries? This is part one of a two-part comprehensive course covering in-depth aspects of Traditional and Roth IRA beneficiary options that addresses all the changes resulting from the SECURE Act, including essential topics of beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues. Diving deeper into the beneficiary options covered in Part 1 of this program, in the second session you will take a more hands-on approach into handling death year RMDs, beneficiary portability, separate accounting rules, and beneficiary reporting requirements that includes special death year reporting. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: March 9, 10:00-11:00 a.m. Central Time Recording available through: June 9, 2022 Price: $275 To prepare you for the often-hectic IRA contribution season, this course delivers necessary understanding of Traditional and Roth IRA contribution issues such as deadlines, limits, possible tax credits, certain extensions, and Traditional IRA deductibility rules. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: April 6, 10:00-11:00 a.m. Central Time Recording available through: July 6, 2022 Price: $275 Understanding the complex withholding and reporting requirements applicable to Traditional and Roth IRA distributions is critical to maintaining a compliant IRA program. From federal tax implications, including how the early distribution penalty tax applies to IRA owners to how IRA distributions are paid out, our expertise provides the know how to get you there. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: March 2, 10:00-11:00 a.m. Central Time Recording available through: June 2, 2022 Price: $275 This course is a must if you are new to IRAs to help build a foundation of the most common IRA transactions and rules. Learn the fundamentals of Traditional and Roth IRAs from contributions and distributions to portability—including the rules associated with rollovers between employer plans and IRAs. For a deeper dive into IRAs, see IRA Advanced. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: May 4, 10:00-11:00 a.m. Central Time Recording available through: August 4, 2022 Price: $275 Our experts will outline the top 10 IRA topics we get questions about on Ascensus’ consulting lines. Join this webinar to see what makes this year’s Top 10 list! Read More