BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Chicago X-LIC-LOCATION:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:7cb6b51d7f6c8934b20be047dfca2736210 CATEGORIES:SDBA Events SUMMARY:SDBA 2020 IRA School - Sioux Falls DESCRIPTION:
*Sessions will also be live-streamed a nd recorded to be watched at a later date.
The SECURE Act impacts two main topi cs: RMDs and death distributions. The SDBA’s 2020 IRA School on Sept. 29 to Oct. 2, which will be offered live in Sioux Falls and virtually, will addr ess these relevant changes. In addition, IRAs are one of the most complicat ed areas of bank personnel responsibility, and it is not possible to learn and understand everything. Continual education is necessary to ensure confi dence. Working with IRAs is a process and must start with a strong foundati on. This school can provide this foundation through a comprehensive curricu lum.
For new IRA and experienced staff, this program i s the quickest, easiest and most comprehensive coverage of IRAs and HSAs. D ays one to three of the school will cover new and current IRA material, and previous topics covered at the school will be expanded.
This program is for anyone who is involved indirectly or directly in IRA operations, reporting, auditing o r compliance and covers how the SECURE Act will affect bank operations. Att endees will work on actual case problems.
* Life expectancy tables will be changing Jan. 1, 2021. How will that affect existing accounts?
Please Bring To Class | ||||
IRA Vendor Forms Plan Agreement Contribution Form Distribution Form Transfer Request Direct Rollover Request Ro llover Certification 70.5 Electio n Form | Waiver Form Beneficiary Plan Agreement Beneficiary Elections Beneficiary Distribution Form RM D Letter Withholding Reminder Not ice |
(Includes school program, instructi
on materials, lunches and breaks.)
Da
ys 1 - 3 Only: Member $725 per person / Nonmember $775 per person
Day 4 Only: Member $275 per person / Nonmember $325 per person
(Includes school program a nd instruction materials.)
Full School (day
s 1 - 4): Member $900 per person / Nonmember $950 per person
Days 1 - 3 Only: Mem
ber $650 per person / Nonmember $700 per person$250 per person / Nonmember $300 per person
Day 4 Only: Member
7:00—8:00 a.m. Registration/Continental Breakfast
8:15—8:30 a.m. Welcome
8:30 a.m.—noon Session
Noon—1:00 p.m. Lun
ch Provided
1:00—4:45 p.m. Session
After teaching sales and marketing for 14 years at a commu nity college, Mike Nelson started his own training company where he conduct ed insurance, real estate and securities training seminars. He currently de velops financial training services for financial institutions nationwide. p>
The school will be held September 29 —October 2, at:
Holiday Inn & Suites Sioux Falls Airport<
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2040 W. Russell St., Sioux Falls
Phone: 605.331.2040
If you require overnight lodging, contact the hotel to make your reserva tion by Aug. 29, at which time the block will be released. Ask for the SDBA rate of $124.
The health and well-being of our members is of utmost importance to the SDBA. Social distancing will be implemented at this event , and the use of masks is strongly recommended. We will continue to work cl osely with the South Dakota Department of Health and the Sioux Falls Health Department to monitor COVID numbers and will adjust accordingly should the need arise.
In addition to t he school being held live in Sioux Falls, sessions will also be live-stream ed and recorded to be watched at a later date. If you are not comfortable a ttending in person, simply choose to participate virtually, and you can att end from the comfort of your home or office. When registering for this even t, select either attending live in-person or attending virtually.
This school has applied for continuing educat ion credit from the South Dakota Division of Insurance. In order to comply with South Dakota Division of Insurance’s requirements for continuing educa tion credits, we will be verifying attendance throughout the course of this training through visualization, polling and other methods.
This scho ol has not been pre-approved for ICB CE credits. For ICB credits, visit https:/ /aba.csod.com/client/aba/default.aspx.
Business casual is recommended for all sessions. Layered clothing is recommended for your comfort.
If you have any special requests, please contact Halley Lee at 605.224.1 653 or hlee@sdba.com by Sept. 22.
For questions, contact Halley Lee with the SDBA at 605.224.1653 or hlee@sdba.com or school instructor, Mike Nelson, at 218.831.1858 or m88nelson@hotmai l.com.
DTSTAMP:20240328T232023 DTSTART;TZID=America/Chicago:20200929T080000 DTEND;TZID=America/Chicago:20201002T170000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR