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Event Name:*CU FOCUSED* - IRA Rollovers and Transfers have changed, are you prepared?
Date:Tuesday, January 31, 2017 10:00am CST
Presented By:CUWebinars.com
Panelist(s) Info: Paul Cullen & Mike Glover  (Bio)

Paul Cullen is a technical consultant with the Ascensus ERISA compliance department. As a consultant, Mr. Cullen interacts daily with clients by answering their questions through Ascensus' 800 Consulting Service. Mr. Cullen also instructs Ascensus' webinars and various Ascensus-sponsored seminars nationwide. He 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 plans. He also participates in technical reviews and assists in updating forms, documents, and publications.

Mr. Cullen holds a bachelor of science degree in finance from St. Cloud State University, St. Cloud, MN. He has received the designation of Certified IRA Services Professional (CISP) from the Institute of Certified Bankers. He has been in the retirement services industry since 2004, during which time his responsibilities ranged from assisting with retirement plans to financial planning with insurance and investments for individuals. Mr. Cullen worked with the Ascensus plan services group (PSG) prior to joining Ascensus' ERISA compliance department.

Michael Glover is a Technical Consultant with the ERISA Technical Support department at Ascensus. Mr. Glover assists clients with technical compliance questions through the 800 Consulting Service. He instructs Ascensus' webinars and various Ascensus-sponsored seminars nationwide. Mr. Glover lends technical expertise regarding Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and various employersponsored retirement plans, such as SEP and SIMPLE IRA plans. He also participates in technical reviews and assists in updating Ascensus forms, documents, and publications. Mr. Glover has received the designation of Certified IRA Services Professional (CISP) from the Institute of Certified Bankers. He has been with Ascensus since 2006 as an Account Executive with the Ascensus Plan Services Group (PSG) and as a Regional Sales Consultant with the Ascensus Retirement Products and Solutions group (RPS) prior to joining Ascensus' ERISA Technical Support department.

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.

Price:$195.00
Credits:1.25 CE Credits
Description:

Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between a rollover and a transfer, and a direct and indirect rollover are just a few of the topics that will be discussed during this session. This webinar also touches on designated Roth account assets.

Covered topics:

  • Differentiate between rollovers and transfers
  • Compare direct and indirect rollovers between IRAs and employer-sponsored retirement plans
  • Understand how to accurately document transfers and rollovers
  • Discuss how rollovers are reported to the account owner and to the IRS

Who should attend?

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