RW Advantage - Webinars

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Event Name:*CU FOCUSED* - Introduction to IRAs
Date:Tuesday, January 24, 2017 10:00am CST
Panelist(s) Info: Stacy Torkelson & Ryan Przybilla  (Bio)

Stacy Torkelson is an IRA Specialist with the Ascensus ERISA compliance department. As an IRA specialist, she interacts daily with clients by answering their questions through Ascensus' 800 Consulting Service. Ms. Torkelson also instructs Ascensus' webinars and various Ascensus sponsored seminars nationwide. She lends technical expertise regarding Traditional and Roth IRAs, Coverdell education savings accounts, Archer medical savings accounts, health savings accounts, and various employer-sponsored retirement plans, such as SEP and SIMPLE IRA plans. She also participates in technical reviews and assists in updating forms, documents, and publications. Ms. Torkelson holds a Bachelor of Arts degree in marketing from the University of St. Thomas in St. Paul, MN, and a postgraduate diploma in legal practice from the College of Law in London, United Kingdom. She has earned the designation of Certified IRA Professional (CIP) from the Institute of Certified Bankers.

Ryan Przybilla is a Consultant with the ERISA Compliance Department at Ascensus. As a consultant, Mr. Przybilla assists clients with technical compliance questions through the 800 Consulting Service. He also instructs Ascensus' webinars and various Ascensus-sponsored seminars held nationwide. He also supports drafting of IRA documents, IRA compliance audits, and qualified plan correction programs.

Mr. Przybilla graduated from St. Cloud State University with a Bachelor of Science in Finance. He has earned the designation of Certified IRA Services Professional (CISP) from the Institute of Certified Bankers and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries. Mr. Przybilla also served as a faculty member for ABA’s National and Graduate Trust Schools.

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 40,000 retirement plans and 3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts.

Credits:1.25 CE Credits

For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs. It covers IRA contributions, distributions, and portability, including the rules associated with rollovers between employer-sponsored retirement plans and IRAs.

This program is Part 1 of a 3 Part Series. For more information and series pricing, Click Here.

Covered topics:

  • Describe and list the tax benefits of an IRA 
  • Recognize types of annual contributions 
  • Explain contribution eligibility and the deadline to make an annual contribution
  • Identify the methods of moving assets between IRAs and between employer-sponsored retirement plans and IRAs 
  • State the early distribution penalty tax exemptions

Who should attend?

Those responsible for IRA compliance or operations at their financial organization will benefit from this program.