Technology Services

Mastering IRA Processing in Episys

04/05/2018 | 9:30 am - 11:00 am ET
Level: Advanced
Location: Webinar
Category:
Technology Services
Cost: $119 per registered attendee; FREE for credit unions with an Education Subscription
Contact: Synergent Learning Center at LearningCenter@synergentcorp.com

It’s IRA season again, and the perfect time to refresh your knowledge and skills on IRAs, required minimum distributions, and tax reporting in Episys.  In this advanced webinar, we’ll dive head-first into the IRS record and learn how IRA distributions work, how to calculate RMDs, and how tax processing works in Episys.  After attending this session, you’ll be able to:

  • Open tax-deferred shares with confidence
  • Navigate IRA records with ease and know the required fields and values
  • Calculate RMDs and set up automatic distributions
  • Set up distributions due to death (spouse and non-spouse)
  • Review tax forms in Episys and know what to look for

 

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Please complete and submit the form below to register for this event. You will be placed on a waiting list if the number of attendees for your reservation is greater than the number of seats available.

$119 per attendee

$119.00

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