Events and Conferences
CSi's participation in industry events and conferences is an opportunity for our experts to meet with you and discuss how CSi solutions can help streamline your business processes and give your compliance documentation the flexibility and efficiency that translates into significant competitive advantages.
| Event | Dates |
| MBA's 97th Annual Convention & Expo | October 24-27, 2010 |
IRA Snapshots: Convenient and Affordable Training Options
How do you keep your IRA staff recharged with seasonal, need-to-know information that directly affects the quality of your IRA program?
The need for cost-effective, ongoing seasonal IRA training is one of the biggest challenges IRA providers face. CSi, along with its business partner, Convergent Retirement Plan Solutions, is offering an entirely new and more efficient way to address the industry's need for ongoing seasonal IRA refresher training and updates.
IRA Snapshots are short, power-packed webcasts focused on the seasonal IRA topics that present the greatest challenges to your operations and customer service teams. Offered strategically throughout the year, IRA Snapshots take a calendar-driven approach to organizing and presenting the critical must-know aspects challenging your IRA staff. Each IRA Snapshot contains:
- Takes 15-20 minutes and includes a Q&A opportunity.
- Provides you with a handy, printable IRA Snapshot cheat sheet for easy reference.
- Begins at 11:00 a.m. Pacific; 12:00 p.m. Mountain; 1:00 p.m. Central; 2 p.m. Eastern.
You and your staff can register for one IRA Snapshot, multiple IRA Snapshots, or the entire series. Season tickets are only $895 and provide access to all upcoming 2010 IRA Snapshot sessions. Priced individually, each session is an affordable $89! Your registration fee includes one telephone line and you can invite as many of your staff members to attend along with you, making this one of the most effective and affordable ways to train your staff.
To register, please download and complete the PDF registration form from CSi's website, or call 1-800-968-8522 and selection option 1 to speak to our Client Services team. Please have your credit card ready.
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IRA Snapshots Calendar
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| Roth IRA
Conversions
In this course, participants will be introduced to some of the key reasons why an individual may choose to convert his or her Traditional IRA to a Roth IRA, the tax implications of conversion and, at a high level, the process of facilitating conversions for their customers. |
February 23, 2010 August 3, 2010 1:00 p.m. CST |
| IRA Excess and Recharacterizations
After participating in this course, learners will be able to explain the methods available for correcting an excess (or unwanted) IRA contribution. They will be able to recall applicable deadlines as well as explain at a high level the correction of excess processes including how a recharacterization may be used to resolve an excess. |
March 9, 2010 September 14, 2010 1:00 p.m. CST |
| Recharacterizing Conversions and Reconversions
Participants in this course will be able to explain what a recharacterization is and when and how the process may be used to “undo” a conversion. The reconversion restrictions will also be reviewed. |
March 23, 2010 September 28, 2010 1:00 p.m. CST |
| Capturing Employer Plan Rollovers
Participants in this course will understand that opportunity looms for capturing IRA rollover assets. Individuals will more readily recognize asset acquisition opportunities and understand the basic eligibility rules for those hoping to roll over employer plan assets to your financial organization. |
April 6, 2010
1:00 p.m. |
| Fielding Form 5498 Questions
After participating in this course, learners will be familiar with some of the more common questions relating to IRS Form 5498, areas of common misunderstanding, and how to quickly distinguish a misunderstanding from a valid reporting error requiring action on your financial organization or the IRA owner’s part. |
May 4, 2010
1:00 p.m. |
| SIMPLE IRA Notifications
After participating in this course, learners will understand the SIMPLE IRA notification requirements and the associated timeframes for proving the required notices. |
August 17, 2010
1:00 p.m. CST |
| Facilitating IRA RMDs
This refresher course reiterates the end-of-year or delayed deadline individuals have for taking RMDs, the RMD calculation, and the processes followed for facilitating RMDs for Traditional, SEP and SIMPLE IRA owners. |
October 12, 2010
1:00 .m. CST |
| IRA Year-End Reporting (and Then Some!)
In this course, learners review the reporting trails and are introduced to some of the most common reporting errors. Learners will review the implications of reporting errors to the financial organization and IRA owners, learn about the potential fines associated with reporting errors, and explore some tried-and-true methods of minimizing errors. Finally, attendees will review where to go for the correction methods used when errors are discovered, and the appropriate timeframes for processing those corrections. |
November 9, 2010
1:00 p.m. CST |
| Beneficiary Distributions
Participants in this lesson will understand the importance of accurate and timely beneficiary distribution processing and the various options available to the beneficiaries. |
November 16, 2010
1:00 p.m. CST |