Retirement Rollovers


Explore key concepts and avoid common mistakes pertaining to retirement rollovers. This WiBinar explains the portability rules between IRAs and employer-sponsored retirement plans. Attendees will learn how to capture, facilitate, and report rollovers between retirement plans and IRAs.

Learning Objectives:

  • Recognize opportunities in the rollover market
  • Distinguish a direct rollover from an indirect rollover
  • Facilitate rollovers between employer-sponsored retirement plans and IRAs
  • Report a rollover deposit
  • Describe a conduit IRA


Shelly McKinnon
Consultant, ERISA Compliance Department

Shelly assists clients with technical compliance questions through Ascensus 800 Consulting Service. Her expertise includes traditional and Roth IRA’s, Coverdell education savings accounts, health savings accounts, and various employer-sponsored retirement plans, such as 401(k) plans, 403(b) plans, SEP plans, and simple IRA plans.

She is a graduate of Minnesota State University, Moorhead, with a Bachelor of Science degree in international business. She has earned the designation of Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA), the Certified Retirement Services Professional (CRSP) from the Institute of Certified Bankers, the Certified IRA Professional (CIP) through the National Association of Federal Credit Unions (NAFCU), and Certified Health Savings Professional (CHSP) through Ascensus. She has worked in the retirement industry for more than 20 years.

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar:

This WiBinar is ideal for:

Trust Administrator, New Accounts Representative, Client Relationship Manager, Personal Banker, Universal Banker, Compliance Officer


Click here to register online