The school will be held September 13-16 at the Courtyard by Marriott in Columbia.
Courtyard by Marriott
3301 Lemone Industrial Blvd.
Columbia, MO 65201
School participants should contact Courtyard by Marriott directly for hotel reservations at 573-443-8000. The special group rate of $101 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. A block of rooms is reserved for this school until Aug. 30, 2021.
The availability of rooms cannot be guaranteed after this date. Early reservations are encouraged.The health and well-being of our members is of utmost importance to the MBA. Social distancing will be implemented at this event.
|7:30 to 8:30 a.m.
|8:30 a.m. to Noon
|Noon to 1 p.m.
|1 to 4:45 p.m.
Materials for the School
Please bring these materials for the program; 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
- RMD letter
- withholding reminder notice
Registration fee includes instruction materials, as well as the costs of meals and breaks.
MBA Member Fees
- Full School - $950 per person
- Days 1-3 Only - $875 per person
- Day 4 Only - $290 per person
- Full School - $3,800 per person
- Days 1-3 Only - $3,500 per person
- Day 4 Only - $1,160 per person
The cost of meals included in the school registration fee is $65. This information is provided for your bank’s tax records, in keeping with the IRS 50% deductible provisions under Section 274(n) of the Internal Revenue Code.
Any registrant withdrawing by written request before Aug. 31, 2021, will receive a full refund. Registrants withdrawing between Aug. 31, 2021, and Sept. 7, 2020, will receive a refund, minus $100 cancellation fee. Registrants withdrawing on or after Sept. 7, 2021, will forfeit the entire enrollment fee.
Business casual is recommended for all sessions. Layered clothing is recommended for your comfort.
If you have any special requests, please contact Cindy Foltz at 573-636-8151 or email by Sept. 7.