Special Engagement Modules

Creating an IRA training program takes time and expertise. We can help. Designed to help you facilitate your internal IRA training, our Special Engagement Modules provide you with materials and information to train your staff efficiently and effectively.



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Customized Training

We can customize or develop Special Engagement Modules to fit your business.


We offer Special Engagement Modules for Traditional and Roth IRAs, SEP plans, SIMPLE IRA plans, Coverdell ESAs, and employer-sponsored retirement plans. Popular titles include: IRA Fundamentals, SIMPLE IRA Plans, IRA Transfers and Rollovers, IRA Required Minimum Distributions and Beneficiary Options, and IRA Reporting

Expert Design

Each module consists of a PowerPoint® presentation and a handout with core material, frequently asked questions, and exercises.