IRA Online Institute
Course Number: ABA
An intensive 12-week course developed and supported by Ascensus’ professional instructors that teaches in-depth, essential IRA information on Traditional IRAs, Roth IRAs, SEP plans and SIMPLE IRA plans. Ascensus has tailored its premier on-site IRA training to include web-based study materials and assignment submissions.
– Administer traditional and Roth IRAs, as well as SEP and SIMPLE plans
– Identify eligibility requirements, handle contributions, distributions and set-up requirements for traditional and – Roth IRAs, as well as SEP and SIMPLE plans
– Understand and manage rollovers, transfers and required minimum distributions
– Describe beneficiary options and facilitate beneficiary transactions
Audience: IRA Services Professionals with one to two years’ experience or for those preparing for the CISP exam