Are you up-to-date with the important issues facing both IRA owners and custodians? How do you handle IRA distributions due to divorce? When are IRA accounts subject to an IRS levy request? What are the best practices for dealing with power-of-attorney requests, IRA beneficiary disclaimers, and remitting abandoned IRA assets to the state? This session will cover these important issues that impact your IRA program.
Attendance verification for CE credits provided upon request.
Who Should Attend?
This session will provide practical and timely information to staff who have IRA operational, compliance, reporting, or managerial responsibilities. It will also provide those with direct IRA owner contact, including service representatives, licensed insurance representatives, and registered representatives, with current information and reference tools needed to confidently provide answers to commonly asked questions.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.