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The Entrust Group IRA Academy

The Entrust Group IRA Academy is designed to provide professionals education on individual retirement accounts (IRAs) and IRA based employer sponsored plans. Through classroom instruction, the IRA Academy is designed and has been approved by the Institute of Certified Bankers to prepare candidates for the Certified IRA Services Professional (CISP) exam.  The IRA Academy is appropriate for retirement industry professionals who wish to enhance their knowledge to better service their clients by understanding legal concepts, keep up to date on current IRS rules, and further explain the features and benefits of their retirement plan offerings. These individuals include financial advisors, banking personnel, trust officers, brokerage firm representatives, CPAs, CFPs, and other financial services industry professionals.

The IRA Academy has also been approved for continuing education for the following designations under the American Banking Association (ABA) and Institute of Certified Bankers (ICB):  Certified Retirement Service Professional (CRSP), Certified Trust and Financial Advisor (CTFA), Certified IRA Services Professional (CISP)

Course Topics Include

  Beneficiary Designations – Trust and Estate Issues
  Beneficiary Distribution Options – Part One
  Beneficiary Distribution Options – Part Two
  Roth IRA Conversions
  Excess Contributions and Recharacterizations
  Introduction to IRAs
  IRA Contributions
  IRA Establishment and Amendments
  IRA History and Guidance
  IRA Investments and Fees
  IRA Reporting Requirements and Record Retention
  Legal Concepts
  Prohibited Transactions
  Required Minimum Distributions
  Savings Incentive Match Plan (SIMPLE)
  Simplified Employee Pension Plan (SEP)
  Traditional and Roth IRA Distribution Taxation and Withholding
  Transfers and Rollovers

 

If you are interested in hosting your own CISP event, please email cbaldwin@theentrustgroup.com

IRA Academy Instructor

John Paul Ruiz

John Paul Ruiz
Director of Professional Development
Qualified 401(k) Plan Administrator (QKA)
Certified IRA Services Professional (CISP)

COST: TBD  
Group rates will be available.

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