Date and Location
Tuesday through Thursday, Sept. 10-12
Stoney Creek Hotel & Conference Center
2601 S. Providence Road
Columbia, MO 65203
All classes are held at Stoney Creek Hotel & Conference Center. Tuition does not include housing. Students are responsible for securing their own housing.
A block of rooms has been reserved for the MBA IRA School at Stoney Creek, and school participants should contact Stoney Creek directly for hotel reservations.
A special group rate of $94 plus tax, per room, per day, single or double occupancy is available. Be sure to state you are attending the Missouri Bankers Association IRA School. The block of rooms is reserved for this school until Friday, Aug. 9
. The availability of rooms cannot be guaranteed after this date. Early reservations are encouraged.
||Welcome and Introduction (Day 1)
Materials for the School
Please bring these materials to the school; they will be part of the instruction.
- IRA vendor forms
- plan agreement
- contribution form
- distribution form
- transfer request
- direct rollover request
- rollover certification
- 70½ election form
- waiver form
- beneficiary plan agreement
- beneficiary elections
- beneficiary contribution
- beneficiary distribution form
Payment must accompany the registration form application. The fee includes all instruction, supplemental materials, lunches and refreshment breaks.
- MBA Members - $825 per person
- Nonmember Fee - $3,300 per person
The cost of meals included in this registration fee for this meeting is $31 per person, per day. This information is provided for your bank's tax records, in keeping with the IRS 50 percent deductible provisions under Section 274(n) of the Internal Revenue Code.
Any registrant withdrawing by written request before Friday, Aug. 23, will receive a full refund. Registrants withdrawing between Aug. 23 and Aug. 30 will receive a refund, minus $100 cancellation fee. Registrants withdrawing on or after Sept. 2 will forfeit the entire enrollment fee.
Casual wear is recommended for all sessions. Layered clothing is recommended for your comfort.
If you have any disabilities that require special assistance, please attach a brief letter explaining how we may best accommodate your needs or contact Cindy Foltz
at MBA at 573-636-8151.