Explore ways to help members through retirement savings journey

An upcoming workshop will provide participants everything they need to know to help members through their retirement savings journey. Credit union professionals are invited to participate in the New York Credit Union Association’s virtual IRA A to Z Workshop from 9 a.m. to 4:30 p.m. on Sept. 23.

 Participants will explore a variety of IRA topics during the workshop, including:

  • introduction and establishing IRAs;
  • IRA funding;
  • moving IRA assets; and
  • IRA distributions and beneficiary options.

The workshop will be led by Paul Cullen, a technical consultant with the Ascensus ERISA compliance department. 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. 

For more information and to register for the workshop, visit the Association’s website.

Professional development grant opportunities are available for this conference. To achieve its mission of fostering the financial independence of New Yorkers through credit unions, the New York Credit Union Foundation provides financial support through several grant programs, including one to further professional development. More information about the Foundation’s grants can be found on the Foundation website.

The Association’s entire 2021 virtual Events & Training lineup can be accessed on the Association’s website.

Leave a Reply