Roths and Rollovers - CCUA Hosts IRA Training Program

Over 40 credit union professionals from Delaware, New Hampshire, Massachusetts and Rhode Island gathered at CCUA headquarters in Marlborough and Newark for IRA training provided by Ascensus, a service and technology support company for credit unions offering IRA related products.

Topics in this session included an introduction to IRAs, establishing new accounts and funding, moving IRA assets as well as IRA distributions and beneficiary options. Ascensus supports over 50,000 retirement plans, more than 4 million 529 college savings plans and more than 1.5 million IRAs and health savings accounts. Instructor, Carrie Horn, has been with the company since 1994 and serves as an instructor for seminars, workshops, conferences and institutes. Comments from attendees included, “great…engaging and relatable” and “Carrie provided excellent examples to ensure group understanding of the subject matter”.