IRA Overview: Traditional & Roth IRA & SEP Plans

Mar 15, 2018 03:00pm -
Mar 15, 2018 04:30pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

Whether IRAs are new to you, or you want a good refresher on traditional and Roth IRA rules, this is a must-attend session.  From plan establishment, eligibility, and contribution rules, to basic beneficiary, distribution, and portability rules, this program will explore the important concepts that have the greatest impact on your IRA accountholders.  You will learn about Simplified Employee Pension (SEP) plans and how easily SEP contributions can be made directly into existing traditional IRAs.  This webinar will also address many important compliance considerations, including your responsibilities as the financial institution sponsoring the IRA plan versus the IRA holders’ responsibilities.  


  • Requirements to properly establish an IRA plan
  • IRA eligibility and contribution rules
  • Differences between IRA rollover and IRA transfer rules
  • Analyze basic beneficiary rules and choices for traditional and Roth IRAs
  • Fundamental concepts of SEP plans 
  • Financial institution responsibilities vs. IRA owner responsibilities 

Take-Away Toolkit:

  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key​

Attendance verification for CE credits provided upon request.

Who Should Attend?

This session will provide important information for staff who deal with IRA or small business owners.  It is also designed for individuals with IRA operational, supervisory, or managerial responsibilities.  Licensed insurance and registered representatives will benefit from this lively, well-paced program, too.

Registration Options:

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Feb 07, 2018.
Regular registration starts on Feb 08, 2018 and ends on Mar 15, 2018.
Late registration starts on Mar 16, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 Recorded Webinar + Free Digital Download
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00