IRA Series: Current IRA Issues, Including Divorce, IRS Levies

May 16, 2018 03:00pm -
May 16, 2018 04:30pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

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.


  • Handling a transfer versus a distribution subject to divorce notice
  • How to process IRS levy requests
  • Learn when IRA accounts are not subject to a levy notice
  • Scope, authority, limitations, and best practices regarding powers-of-attorney
  • Requirements of a valid beneficiary disclaimer
  • Why some beneficiaries want to disclaim IRA assets
  • An IRA custodian’s responsibilities when remitting abandoned property, including federal income tax withholding implications

Take-Away Toolkit

  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

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.

Registration Options:

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Apr 10, 2018.
Regular registration starts on Apr 11, 2018 and ends on May 16, 2018.
Late registration starts on May 17, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 Recorded Webinar + Free Digital Download
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00