Dates and Location
Monday through Thursday, Sept. 14-17
Courtyard by Marriott
3301 Lemone Industrial Blvd.
Columbia, MO 65201
All classes are held at Courtyard by Marriott. Tuition does not include housing. Students are responsible for securing their own housing.
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 Sept. 1, 2020
. The availability of rooms cannot be guaranteed after this date. Early reservations are encouraged.
|Monday, Sept. 14 to Wednesday, Sept. 16
||Welcome and Introduction (Day 1)
|Thursday, Sept. 17
||Welcome and Introduction
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
- RMD letter
- withholding reminder notice
Payment must accompany the registration form application. The fee includes all instruction, supplemental materials, lunches and refreshment breaks.
- MBA Members
- School (Days 1-3) - $795 per person
- Day Four Only - $265 per person
- Day Four Each Additional - $240 per person
- Nonmember Fee
- School (Days 1-3) - $3180 per person
- Day Four Only - $1060 per person
- Day Four Each Additional - $960 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 percent deductible provisions under Section 274(n) of the Internal Revenue Code. Registration fee includes breakfast, lunch all three days and materials.
The cost of meals included in the school registration fee is $25. 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. Registration fee includes breakfast, lunch all three days and materials.
Any registrant withdrawing by written request before Aug. 31, 2020, will receive a full refund. Registrants withdrawing between Aug. 31, 2020 and Sept. 3, 2020, will receive a refund, minus $100 cancellation fee. Registrants withdrawing on or after Sept. 4, 2020, 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.