Basic IRAs
This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. Topics include establishing an IRA, contributions, Traditional and Roth IRA distributions, and portability.
IRA University is also the first step in our IRA Fast Track training program, designed for you to earn two professional designations in less than 12 months.
Learn more18 CE Credits
- Sep 25 - Oct 30 2024 Online/Virtual
Ascend is the industry’s most comprehensive education conference offering basic and advanced courses on: retirement, health, and education savings plans and industry trends.
Learn more19.5 CE Credits
- Nov 04 - 06 2024 Orlando, FL
With IRA reporting requirements constantly changing, it is vital for your financial organization to stay up to date on the latest requirements. This course provides an in-depth review of key IRA reporting topics, including required minimum distribution statements, fair market value statements, account statements, and IRS Forms 1099-R and 5498. Our experts also review the electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.
Learn more1.5 CE Credits
- Nov 05 2024 Online/Virtual
RMD rules have changed as a result of new legislation enacted and new life expectancy tables published in recent years. RMDs make up a large part of most financial organizations’ IRA administration services and will continue to increase as baby boomers age. Attend this course to ensure that your organization is handling RMDs according to the most current rules. Course topics include RMD calculations, excess accumulation penalty taxes, financial organization responsibilities, and reporting.
Learn more1.5 CE Credits
- Nov 07 2024 Online/Virtual
Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are 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.
Learn more1.5 CE Credits
- Nov 14 2024 Online/Virtual
IRAs A-Z gives attendees a comprehensive overview of fundamental IRA concepts.
Learn more7.25 CE Credits
- Nov 20 - 21 2024 Online/Virtual
Financial organizations are frequently faced with handling beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues where there may be no or limited regulatory guidance. This comprehensive course covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. The course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns.
Learn more1.5 CE Credits
- Dec 05 2024 Online/Virtual
eLearning provides you with access to convenient and effective training through an online library of courses on qualified retirement plans, Traditional and Roth IRAs, SEP and SIMPLE IRA plans, heath savings accounts, and education savings accounts. Individual courses are available through our learning management system (LMS), Ascensus University for unlimited access for 30 days.
Ascensus University is also available for year-round access or you may license our eLearning library for use by your financial organization staff within a shared directory or installed into your LMS.
Learn more1-2.5 CE Credits
- Online/Virtual
IRA Essentials OnDemand is the perfect solution if you need an introduction to IRAs but cannot attend an onsite training program. IRA reference materials, job aids, quizzes, and videos blend to create an immersive educational experience. Explore six educational tracks: Introduction to IRAs, Establishing an IRA, Funding, Portability, IRA Distributions, and Reporting.
Learn more7.25 CE Credits
- Online/Virtual
Get the benefit of our experienced instructors and extensive curriculum without leaving the office with our on-site IRA workshops. Our IRA Essentials, Advanced IRAs, and Frontline Fundamentals curriculum offer flexibility and customization and give practical understanding of critical rules and operational issues.
More information3.75-7.25 CE Credits
- On-site workshop
For our IRA Administration subscribers, Ascensus has two IRAdirect® workshops that give general users and advanced users the foundation they need to work confidently with this software.
IRAdirect® is a registered trademark of Ascensus, LLC.
Email for pricing- Online/Virtual
Fulfill your career, obtain IRA knowledge and skills, and become indispensable to your organization by earning two professional designations in less than 12 months.
Step 1: Register for IRA University and the CIS I exam.
Step 2: Register for Ascend and the CIS II exam.
Step 3: Participate in the IRA University and pass the CIS I exam.
Step 4: Attend Ascend and pass the CIS II exam.
15-19.5 CE Credits
- Online/Virtual
This course provides answers to your clients’ rollover questions by explaining all the rollover opportunities, including evolving portability rules between IRAs and employer plans. You will learn how to capture, facilitate, and report rollovers between employer plans and IRAs, as well as become familiar with new requirements from the DOL regarding making rollover recommendations to clients.
Learn more1.5 CE Credits
- Digital Delivery Only
This course explores the different types of qualified retirement plans (QRPs) and gives a general overview of QRP operations including eligibility, contributions, and portability.
Learn more1.5 CE Credits
- Digital Delivery Only
Participants often have questions when it comes to taking distributions from their retirement plans. This course will focus on the various ways that plan participants can distribute their plan assets. Topics covered include in-service distributions, hardship distributions, plan loans, rollover options.
Learn more1.5 CE Credits
- Digital Delivery Only
Attend this course to gain a deeper understanding of the complex issues currently affecting qualified retirement plans. During this course, we’ll discuss multiple topics—including the new Roth provisions, RMD rules, and eligibility requirements.
Learn more1.5 CE Credits
- Digital Delivery Only