Oct 22, 2025
Now here's a job that nobody wants: auditing the IRA files for necessary paperwork and getting rid of the “junk.” But what paperwork and documents are required to be in the file, and which can be thrown away? This two-hour webinar will answer these questions and many more.
October 22, 2025
11:00am - 1:00pm EST
Whether you have boxes of old IRA folders or you have imaged your IRA files, it is always vital that you have the correct and latest information in your customer files. You never know when you may have to go back and access applications, beneficiary designations, contribution and distribution information, or reporting data.
Missing or out-of-date forms could result in the institution making a mistake, like paying out to an incorrect beneficiary or being fined by the IRS for missing documentation.
You will be provided with “IRA Audit Worksheets” to make this task a little bit easier, as well as a growing list of the most common mistakes you will find in your files and how to correct them.
What You'll Learn
Patrice M Konarik
Sunwest Training Corp
Patrice M Konarik is president of Sunwest Training Corp founded almost 30 years ago and located in the Texas Hill Country near San Antonio. With over 40 years of experience in the financial industry, Patrice has focused her expertise on the retirement account area. After 28 years on the road providing live training nationwide, she now concentrates on providing informational IRA and HSA webinars through OnCourse Learning. She has a B.S. in Management Science from New York’s Binghamton University and previously held her Certified Financial Planner designation for 23 years.
Who Should Attend?
This intense, informational 2-hour webinar is ideal for IRA supervisors, internal auditors, IRA trainers, and conversion/operations specialists.
Live Webinar - $299.00
Available Upgrades
**100% surcharge applied to non-members.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank