The GSB Online Seminar Series

The GSB Online Seminars Series offers a convenient, cost-effective way to access quality educational opportunities. Please note ALL times below in CENTRAL TIMEZONE.

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Upcoming Sessions

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Presented by: Ascensus  This 60-minute program will be presented live on: March 16, 10:00-11:00 a.m. Central Time Recording available through: June 16, 2022 Price: $275 RMD rules changed recently resulting from the SECURE Act, the CARES Act, and most recently the new life expectancy tables. RMDs make up a large part of most financial organizations’ IRA services and will continue to increase as baby boomers age. Attend this course to ensure that your organization is handling RMDs. Read More

Get these programs together at a discount (normally $3,575 if purchased individually): 2022 Legislative Update - February 9 IRAs: Establishing and Amending - February 16 Roth IRAs: What You Need to Know - February 23 IRA Fundamentals - March 2 IRA Contributions and Tax Time - March 9 IRA Required Minimum Distributions - March 16 IRA Transfers and Rollovers - March 30 IRA Distributions - April 6 IRA Withholding Rules - And Getting Them Right - April 13 IRA and Employer Plan Rollovers - April 27 IRA Issues: Top 10 Wrap-Up (2022 Edition) - May 4 IRA Beneficiary Distributions - May 11 & 18 IRAs: Building and Maintaining a Compliant IRA Program - May 25 Read More

Presented by: Ascensus  This 60-minute program will be presented live on: March 30, 10:00-11:00 a.m. Central Time Recording available through: June 30, 2022 Price: $275 Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are up to date and handling these transactions properly. You will learn the difference between transfers and rollovers and direct and indirect rollovers, as well as acquire an understanding of Roth retirement plan assets and portability with Roth IRAs. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: April 13, 10:00-11:00 a.m. Central Time Recording available through: July 13, 2022 Price: $275 Are you confident that you’re adhering to all federal and state withholding rules? The SECURE Act significantly increased penalties for improper withholding notifications. This course covers the requirements for both federal and state withholding, how to properly notify IRA owners of their withholding rights, what to do with the withheld assets, the foreign withholding requirements, and the potential penalties for improperly following the withholding rules. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: May 25, 10:00-11:00 a.m. Central Time Recording available through: August 25, 2022 Price: $275 Is your financial organization’s IRA program in compliance? Ascensus has conducted countless compliance reviews for financial organizations across the U.S., oftentimes finding compliance concerns that could result in substantial IRS penalties. Being in compliance means following all the IRS requirements for documents, federal and state withholding, and reporting. This course will guide you through these areas of compliancy and provide checklists to help manage the compliance process, helping to ensure IRS penalty-free IRA program. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: February 16, 10:00-11:00 a.m. Central Time Recording available through: May 16, 2022 Price: $275 For the first time in nearly 20 years, due to the SECURE Act, the IRS is requiring all IRAs to be amended in 2022. To avoid IRS penalties, financial organizations must use the correct and properly amended IRA opening documents. This course provides information on how to properly establish Traditional and Roth IRAs and how to amend IRAs. Read More

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