IRA Experts™
 
 
 

Services

 

The IRA Tutor offers expert services for your IRA Department and Branch Personnel.

    Customized On-Site Seminars & Training

 



IRA Training & Seminars Customized to meet the needs of your Bank or Credit Union!

    		The IRA Tutor   will customize seminars to match the special needs of your institution!
  Yes, a seminar can be customized to address your particular needs!

As a matter of fact, in preparation for presenting your seminar, we conduct a Pre-Seminar Survey to develop a better understanding of your institution's current IRA Product Offerings, Policies, Procedures, Internal IRA Organization and Staff Experience. Additionally, we will discuss with you your specific goals and objectives for the your IRA Seminar/Training Session in an effort to ensure for you a truly effective and beneficial training experience.

One-on-One Training:

The IRA Tutor   can work on-site and one-on-one with your key personnel to help your institution develop it's own IRA Center of Excellence. Our one-on-one training option is an excellent approach for developing your own in-house experts. Employees often feel more comfortable and freer to ask questions that might otherwise be avoided in a classroom setting. Additionally, this approach gives the employee an opportunity to have a more hands-on experience, immediately reinforcing the learning experience in the environment that they will actually be working.

The IRA Tutor understands just how busy your staff can be! So we offer offer an after hours seminar option.

The premise of our business is training and seminar customization to meet your institution's special needs! The IRA Tutor is ready to address your special training needs in the way that best suits your organization.

Contact us today to work out the schedule that suits your needs.

We're trying hard to stay easily in touch! You can: call us or e-mail us!   Click Here to see how! We'll be in touch within two business days to begin developing a customized training program for your institution.

 

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IRA Compliance Review Services: Procedure & File Audits

Compliance to IRS Regulations and documentation of each IRA transaction and event are key considerations of all institution's offering IRAs.

Of particular concern are the procedures followed by the institution's personnel in handling IRA transactions, the forms used to document these items, knowledge of IRS Regulations concerning IRA Products, filing procedures, an Internal Audit Checklist, Reporting Requirements, etc.

The IRA Tutor has as one of our offerings Procedure and File Audits. This service consists of a through review of your internal IRA Procedures and a spot audit of your IRA Files. Following that review, we offer a formal set of recommendations for improvement, if any are deemed necessary. While we do not hold ourselves out as legal professionals, we can guide you in the development of sound business practices which will allow your Compliance Officer the ability to sleep at night!

Need more information now! Please contact us today.

We're trying hard to stay easily in touch! You can: call us or e-mail us!   Click Here to see how! We'll be in touch within two business days to begin developing a customized training program for your institution.

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