New Manuals

We now offer two easy reference/training manuals to help employees in your bank or financial institution find answers quickly and easily.

1. A Real World Desktop Manual for IRA Procedures

bullet Manuals are easy to understand.

bullet Incorporate your vendors IRA forms.

bullet Each chapter summarizes each step to complete the IRA procedure.

bullet Most comprehensive IRA seminar manual on the market today.

bullet Manuals are updated January 1 and September 1 of each year.

2. A Guide to IRA Reporting and Compliance

Order your manuals now.








Individual Retirement Plan Training

JM Consultants provides nationwide customized retirement plan training seminars to financial institutions. This includes Traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, and Health Savings Accounts.

Retirement plan training is the key to every successful IRA program. Providing employee development opportunities improves service to your customers, increases the efficiencies of your operations, retains employees, and helps you ensure that your procedures are consistently compliant with current government regulations. JM Consultants offers the following services: In-House IRA Retirement Plan Training Seminars, IRA Retirement Plan Training Seminars, and Bank IRA Audits.

3-Day Ira schools

september 5-7, 2018 • Sioux Falls, sd (sdba)

september 18-20, 2018 • columbia, mo (mba)

october 9-11, 2018 • boston, ma (mba)

february 4-6, 2019 • Las Vegas, Nevada (jm consultants)

In this three day comprehensive school you will learn what you must, want and need to know about:

  • Traditional IRA • Roth IRA • SEP IRA • Simple IRA
  • Health Savings Accounts • New Case Problems
  • Use of your IRA Vendor Forms
  • Marketing/Customer Service Ideas - Opportunities!
  • New and Proposed IRA Legislations
  • New Comprehensive Presentation of Death Distributions

Download Brochure


IRA Retirement Plan Training Seminars with State Banking Associations

IRA retirement plan seminars are held at regional locations. These retirement plan training seminars are typically 1, 2, or 3 days in length and class sizes are limited to a predefined number of students. Registration is taken by the State Banking Associations.

Check out our current list of scheduled IRA retirement plan training seminars.

In-House Retirement Plan Training Seminars

Our in-house retirement plan training seminars are held at your place of business or your location of choice. These retirement plan training seminars are offered as half-day, full-day, or multiple day seminars.  

To schedule retirement plan training seminar for your business, send us a request or call 218-831-1858 for additional information.

IRA Bank Audits

We are qualified to perform the following IRA bank audits; Traditional IRA, Roth IRA, SEP IRA, Simple IRA, and Health Savings Accounts. The number of bank audit days is dictated by the number of files and the number of different types of accounts to audit. Schedule an IRA Audit today.

IRA Schools

We conduct an IRA School each year. For information on attending this school please GO TO OUR IRA SCHOOL SCHEDULE.