Collin W. Fritz & Associates, Ltd.
"The Pension Specialists"tm
 
 
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Collin W. Fritz and Associates giving you the competitive edge
in Retirement Plan Products and Services

  
 

Multi-day School Tour

CWF is holding IRA schools from May to June, 2010
3-Day IRA Schools in Iowa and Minnesota

There are now multiple types of IRAs: traditional, Roth, SEP and SIMPLE. We have developed a 3-Day school to give you a practical learning experience that will increase your understanding of the never ending IRA rule changes, the reporting and compliance procedures, plus marketing ideas for increasing deposits.

We take special pride in our role as a full-service, full-line pension provider. We offer not only the most complete array of expertly-drafted forms and documents - vital keystones to compliance - but a fully-developed lineup of complementary products and services.

We invite you to attend our 3-day IRA Schools and find out why so many independent financial services holding companies entrust their IRA training and compliance to Collin W. Fritz and Associates, "The Pension Specialists".

     Why Attend ?

    • The most comprehensive training available for Traditional IRAs, Roth IRAs, SEP-IRAs and SIMPLE IRAs.
    • Ensure compliance
    • Improve knowledge and confidence
    • Improve customer service
    • Quickly bring a staff member up to speed
    • Increase profitability
    • New marketing ideas

         
  • Complete establishment and administration procedures are thoroughly reviewed
  • Required and recommended documentation is compared
  • 2010 contribution and income limits will be covered
  • Required minimum distributions for IRA accountholders and beneficiaries will be thoroughly reviewed
  • Procedures for the complying administration of Inherited IRAs
  • All IRA reporting for the IRA Accountholder and Beneficiary is discussed
  • All NEW IRA laws, rules and procedures will be thoroughly explained Both already enacted and still pending law changes will be on the agenda
  • See why excess contributions and recharacterizations continue to confuse everyone
  • Learn how HSAs affect IRAs, even if you do not administer HSAs
  • Be ready for the increase in Direct Rollovers with the new eligibility rules
  • Learn about designated Roth rollovers
  • Brief update on SEPs and SIMPLEs
  • All this and more

 

We invite you to see
why CWF is the leader
in IRA training !

 

Fees:

3-Day School Fee -

1 Attendee    $575
2 Attendees: $450 each
3 or More:     $375 each

Includes:

  • 3-day tuition
  • Textbook
  • Handouts
  • a.m. & p.m. Breaks
  • Lunches
  

Convenient! Informative! Comprehensive! Interactive!

 Call our Customer Service Department at 1-800-346-3961 
to schedule your attendance at one of our schools.

 

 
 
 
 

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