Conferences & Workshops


Your League hosts a variety of affordable conferences and workshops throughout the year on the latest topics and trends from industry experts.  Please check this page often for updates on scheduled events.  

2018 EVENTS AT-A-GLANCE

IRA TRAINING

HR University

Management Conference


 

2018 IRA Training

September 18-19 | League Office

Educational Investment: $239 per person per day

 

The Only Sure Thing about IRA Rules...is Change.

Day 1: IRA Essentials
9:00 a.m. – 4:30 p.m.

IRA Essentials gives attendees a solid foundation of IRA knowledge.  Exercises are included throughout the day to help participants apply information to job-related situations.  Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence.  This is a beginner’s session; no previous IRA knowledge is assumed.

Introduction and Establishing IRAs

  • Identify the tax differences of a Traditional and Roth IRA
  • Examine the process for establishing an IRA and the required documents
  • Differentiate between the types of beneficiaries 

IRA Funding

  • Learn about the Traditional and Roth IRA eligibility requirements
  • Identify the contribution limit and deadline
  • Communicate contribution reporting deadlines

IRA Distributions

  • Identify federal income tax withholding requirements
  • Examine IRS penalties and penalty exceptions
  • Summarize the tax consequences of IRA distributions
  • Communicate distribution reporting deadlines

IRA Portability

  • Differentiate between a rollover and a transfer
  • Recognize rollovers between IRAs and employer- sponsored retirement plans

Who Should Attend?

You should attend this seminar if you:

  • need to learn the basics of Traditional and Roth IRAs or
  • want an updated, general refresher on IRA rules.

Day 2: Advance IRAs
9:00 a.m. – 4:30 p.m.

Advanced IRAs builds on the attendees’ basic knowledge to address more complex IRA issues their financial organizations may handle.  This is an advanced session; previous IRA knowledge is assumed.  The instructor uses real-world exercises to help participants apply information to job-related situations.

IRA Update

  • Explain the recent changes affecting IRA owners.
  • Discuss Roth modified adjusted growth income limits.
  • Recognize how recent changes may affect your financial organization. 

Required Minimum Distributions

  • Calculate a required minimum distribution (RMD).
  • Discuss the RMD rules and reporting requirements.

Beneficiary Options       

  • Describe beneficiary distribution options.
  • Recognize the differences for spouse, nonspouse, and nonperson beneficiaries.
  • Explain beneficiary payment deadlines.

Advanced Portability

  • Summarize the restrictions on the movement between IRAs.
  • Recognize the options available when moving from an employer-sponsored retirement plan to an IRA.
  • Explain the result of violating the portability restrictions.
  • Roth IRA Conversion Contributions
  • Describe a conversion.
  • Explain the effect of withholding on a conversion.
  • Report a conversion.
  • Define the consequences of an ineligible conversion.

IRA Owners Tax Forms and You

  • Determine which tax forms an IRA owner must complete when certain IRA activity occurs.
  • Understand which IRS penalty taxes may apply to IRA owners.

Who Should Attend?

You should attend this seminar if you:

  • are an IRA administrator or member service representative who has working knowledge of basic IRA operations and wish to expand your expertise;
  • are a compliance specialist with procedural oversight of IRA policies and practices; or
  • are support personnel responsible for promotional materials that describe the services provided by your credit union.

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HR University

September 25-26, 2018 | Nashville City Club

20th Floor, ServiceSource Building
201 4th Ave N
Nashville, TN 37219

Educational Investment: EARLY BIRD SPECIAL is $699 for TRG Members

About TRG

Mark your calendar!  TRGroup and Woods Rogers Attorneys are teaming up to offer credit union professionals a two-day Human Resources Seminar in exciting Nashville, TN.

DAY ONE
8:30 a.m. - 5:00 p.m. 

Undergraduate Courses

DAY TWO
8:15 a.m. - 12:00 p.m. 

Graduate Level Courses

  • Finding the Right Employee

  • Proper Worker Classification

  • Recognizing and Avoiding ADA/FMLA Mistakes

  • Keeping Records and Minimizing Risks in Discipline and Termination

  • Day One Summary Problem-Solving: Exercise

  • Employment Law & Regulations

  • Harassment and Discrimination

  • Employee Handbooks: Your Best Tool for Managing

  • Employees

  • Day Two Summary Problem-Solving: Exercise

Hotel: $289/night

Noelle Nashville
200 Fourth Ave N
Nashville, TN 37219 

register-now

ABOUT TRG

The Raiffeisen Group, LLC (TRGroup) is a collaboration of seven state leagues utilizing our collective strength to bring the best-of-class products, services and service to credit unions at the lowest possible cost. Our mission is to empower credit unions to better serve their members, build loyalty, expand market share, realize savings on certain operational functions, and grow revenue. We are committed to providing credit unions with state associations where they have the greatest level of input, ownership and control.

LEAGUES INVOLVED

TRGroup was formed by the trade associations serving credit unions in Indiana, Kentucky, Louisiana, Mississippi, Tennessee, Virginia and West Virginia. Affiliated credit unions in those seven states boast a combined 10 million members, $100 billion in assets, and 25,000 employees.

VISIT TRG WEBSITE

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Kentucky Credit Union League
5111 Commerce Crossings Drive
Suite 210
Louisville, KY 40229

Call: 502-459-8023 or 800-333-5285
Fax: 502-459-0189
Email: kycul@kycul.org