IRA Advanced Seminar - Louisville

If you are not a KBA member, please contact Jamie Hampton at jhampton@kybanks.com or 502-736-1278 for the possibility of attending at a non-member rate.
When
9/20/2023
Where
Kentucky Society of CPAs 1735 Alliant Avenue Louisville, KY
Sign in or create an account to register
My registration status: Not registered
 

About the Speaker(s)

SpeakerBlock
Stacy Torkelson
Stacy Torkelson
Ascensus

Stacy Torkelson is a Consultant with the Ascensus ERISA Compliance Department. As a Consultant, she assists clients with technical compliance questions through Ascensus’ 800 Consulting Service. She also instructs Ascensus’ webinars and various Ascensus-sponsored seminars nationwide. Her expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, flexible spending arrangements, health reimbursement arrangements, 125 plans, and various employer-sponsored retirement plans, such as 401(k) plans, 403(b) plans, SEP plans, and SIMPLE IRA plans.

Ms. Torkelson holds a Bachelor of Arts degree in marketing from the University of St. Thomas in St. Paul, MN, and a postgraduate diploma in legal practice from the College of Law in London, United Kingdom. She has earned the designation of Certified IRA Professional (CIP) from the Institute of Certified Bankers, the designation of Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries, and the designation of Certified Flexible Compensation Instructor (CFCI) from the Employers Council on Flexible Compensation.
/
Ascensus helps people save for what matters—retirement, education, and healthcare. With more than 40 years of experience, Ascensus offers tailored solutions that meet the needs of financial institutions, state governments, financial advisors, employers, and individuals. Ascensus supports more than 113,000 retirement plans, more than 6 million 529 education savings accounts, and a growing number of ABLE savings accounts. Ascensus also administers more than 1 million IRAs and more than 701,000 consumer-directed health (CDH) plans. As of September 30, 2021, Ascensus had more than $412 billion in total assets under administration. For more information about Ascensus, visit www.ascensus.com.
Stacy Torkelson
Stacy Torkelson
Ascensus
Stacy Torkelson is a Consultant with the Ascensus ERISA Compliance Department. As a Consultant, she assists clients with technical compliance questions through Ascensus’ 800 Consulting Service. She also instructs Ascensus’ webinars and various Ascensus-sponsored seminars nationwide. Her expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, flexible spending arrangements, health reimbursement arrangements, 125 plans, and various employer-sponsored retirement plans, such as 401(k) plans, 403(b) plans, SEP plans, and SIMPLE IRA plans.

Ms. Torkelson holds a Bachelor of Arts degree in marketing from the University of St. Thomas in St. Paul, MN, and a postgraduate diploma in legal practice from the College of Law in London, United Kingdom. She has earned the designation of Certified IRA Professional (CIP) from the Institute of Certified Bankers, the designation of Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries, and the designation of Certified Flexible Compensation Instructor (CFCI) from the Employers Council on Flexible Compensation.
/
Ascensus helps people save for what matters—retirement, education, and healthcare. With more than 40 years of experience, Ascensus offers tailored solutions that meet the needs of financial institutions, state governments, financial advisors, employers, and individuals. Ascensus supports more than 113,000 retirement plans, more than 6 million 529 education savings accounts, and a growing number of ABLE savings accounts. Ascensus also administers more than 1 million IRAs and more than 701,000 consumer-directed health (CDH) plans. As of September 30, 2021, Ascensus had more than $412 billion in total assets under administration. For more information about Ascensus, visit www.ascensus.com.
TORKELSON, STACY

Sign In

Education Alliance Cancellation Policy
Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

KBA Seminar Registrations can cancel 30 days prior to the event date and receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event.

KBA Schools Applicants can withdraw from a KBA School 10 days prior to the 1st day of the school for a refund minus a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or if applicant fails to attend the school, with the exception of extenuating circumstances. Due to commitments and expenses we cannot reverse, such as: handouts, food, beverages, room rentals, speaker fees, etc.; even extenuating circumstances will require partial refunds because of these expenses.