IRA Tailored Seminars

Tailored on-site IRA training offers a cost-effective way to give your whole staff consistent, relevant IRA information right at your organization, so you can take your IRA program to the next step and beyond.

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You choose the topics

Our comprehensive list includes areas such as:

• Required Minimum Distributions (RMDs)
• Beneficiary Options
• Rollovers and Transfers
• Direct Rollovers
• Contributions
• Distributions
• Recharacterizations
• Coverdell Education Savings Accounts
• Simplified Employee Pension (SEP) Plans
• Savings Incentive Match Plans for Employees of Small Employers (SIMPLE) IRAs

You choose the add ons

Tell us your concerns or special areas that need extra attention, and we’ll tailor your session accordingly. Maybe you want to include discussion on procedures or business requirements unique to your organization. Whatever the issue, we’ll incorporate the information into your seminar in a logical and user-friendly presentation.

You choose the format

• Half Day
• Full Day
• Multiple Days

You choose the knowledge level

• Beginner
• Intermediate
• Advanced
• Combination based on your needs

You choose the location

No need to send everyone off-site or out of town. You can remain at your organization—or choose a central location between branches.

Wolters Kluwer Financial Services provides the rest

• Presenter
• Agenda
• Trusted Information

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