Your Roadmap to IRA Mastery
The IRA landscape is evolving rapidly, with sweeping regulatory changes and new compliance requirements reshaping how financial institutions manage retirement accounts. The GBA IRA Academy is your opportunity to gain clarity, confidence and practical expertise in this complex environment.
IRAs are one of the most complicated areas of bank personnel responsibility, and it is not possible to learn and understand everything. Continual education is necessary to ensure confidence. Working with IRAs is a process and must start with a strong foundation. GBA's IRA Academy provides this foundation through a comprehensive curriculum.
What You'll Learn
Explore the latest legislative and regulatory updates, IRA contribution and distribution rules, beneficiary options, RMDs, Roth conversions, tax implications, reporting requirements, and more. This comprehensive program also covers SEP and SIMPLE IRAs, self-directed IRAs, fiduciary responsibilities, and Health Savings Accounts.
Who Should Attend
Bank personnel responsible for opening, maintaining, servicing, or overseeing IRA accounts, including IRA administrators, operations staff, deposit personnel, compliance professionals, and others seeking to strengthen their understanding of IRA rules and requirements. Both new and experienced IRA professionals will benefit from this comprehensive program.
Daily Case Studies
Beyond the comprehensive curriculum, attendees will participate in daily, hands-on case studies designed to bring IRA concepts to life. Working in small groups, bankers will analyze real-world scenarios, discuss practical applications, and deepen their understanding of the rules and requirements they encounter in their day-to-day roles.
IRA Confidence Starts Here
Build your knowledge. Strengthen your skills. Navigate IRA complexities with confidence.
Support This Event!
Join as a sponsor
GBA member banks, Strategic Partners and Associate Members in good standing are eligible and invited to sponsor. Contact Aimee Corcoran, acorcoran@gabankers.com, for information.