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Retirement 410 - Online (05/11/20 - 06/05/20)
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Retirement 410 Online May 11, 2020 - June 5, 2020

 Export to Your Calendar 5/11/2020 to 6/5/2020
When: 05/11/2020 - 046/05/2020
Self-Paced
Where: Online
United States
Presenter: Danese Thaidigsman, CSBS, Retirement & Benefits Coordinator (Renton SD)
Contact: WASBO Admin
360.528.2025


Online registration is available until: 5/4/2020
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OVERVIEW

  • Duration: 05/11/2020 - 06/05/2020 (Begins May 11, 2020 and ends June 5, 2020)
  • Instructor: Danese Thaidigsman, CSBS, Retirement and Benefits Coordinator (Renton School District)
  • Location: Take the class online (via computer) from the comfort of your own office or home.
  • Course Capacity: Maximum enrollment is 15 students.
  • Prerequisite(s): It is strongly recommended that you have completed all WASBO Payroll classes or have the equivalent of 3+ years district payroll experience to participate in these courses.

 

COURSE DESCRIPTION

Retirement 410 - This course reviews the DRS Transmittal Edit Report and Account Activity Statements.  Course participants will understand the relationship between these reports and how to make basic corrections.  Introduced in this course are additional investment plans such as Deferred Compensation, 403(b), Roth, VEBA, HSA’s and HRA’s.  In this course, participants will also receive information on cash-outs that go to VEBA accounts and review components of new hire and employee retirement packets.  This course will also cover employer responsibilities under the IRS for plan administration and plan documents.  Participants will conduct unique assignments that will help build their own retirement manual for use after the conclusion of the class specific to the course content.  A final exam and research assignments are required for course completion.  This course is designed for individuals seeking practical knowledge of retirement principles in Washington State School Districts. 

 

COURSE ACCESS

A link for the registration will be emailed one week prior to the class start date.

 

COURSE FEE

  • Members: $265/ea 
  • Non-Members: $290/ea

Not a WASBO MemberJoin today to save money on registration and enjoy the benefits of membership!

 

PROFESSIONAL DEVELOPMENT 

  • Clock hours/CPE Credit: 20 hours

You must complete and pass the class to receive all 20 clock hours.  For more information on WASBO's Professional Certification Program, please click here.

 

CANCELLATION POLICY

Please note all cancellations received:

  • 30+ days prior to the event will receive a 50% refund of their registration fee
  • 29 or less days prior to the event are subject to no refund

No-shows are also subject to no refund.  If you are registered for a workshop or training and you do not attend without alerting the WASBO Team (No-Show), your district will be notified.

Name substitutions and location changes (if applicable, i.e. ASB workshops) will be accepted up to 10 working days prior to the event. 

Location

284 Lee St. SW
Suite 132
Tumwater WA 98501

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Contact Us

Office: 360-528-2025
Email: admin@wasbo.org