Page 28 of Bankway Educational Services by Metavante Banking Solutions

bankwaytm educational services catalog page 24 hsa/ira regional workshops we now offer one day workshops both locally and regionally to educate participants on the newest health savings accounts and ira regulatory requirements and to explain how bankway can help safeguard your bank s operations these fast-paced workshops are presented jointly by the metavanteŽ regulatory services and bankway educational services our goal is to provide your staff members with the ability to deliver quality and efficient customer service to those customers contributing to their iras and health savings accounts audience experienced branch managers csr s ira specialists and administrators who have completed the ira basics workshop objectives after attending one of these workshops participants will be able to ˇ open beneficiary accounts ˇ open health savings accounts hsas ˇ perform trustee to trustee transfers ˇ complete rollover requests ˇ calculate required minimum distributions ˇ review bankway reports relating to iras ˇ review ira notices created by bankway prerequisites must be familiar with bank s ira procedures and with the basics of opening accounts in bankway duration 1 day delivery method live classroom environment

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