Managing IRA beneficiary designations and explaining allowable distribution options to IRA beneficiaries may be the most complex part of administering an IRA program. Designed for IRA staff with operational, reporting or managerial responsibilities or direct IRA owner contact, this session will provide a thorough understanding of the rules and best practices surrounding IRA beneficiary designations and required death distributions. In addition, you’ll learn your responsibilities when calculating, handling, and processing required minimum distributions (RMDs) from Traditional IRA accounts.
Attendance verification for CE credits provided upon request.
Who Should Attend?
This session is designed for individuals who deal with IRAs, whether face-to-face with IRA account owners, behind the scenes in the IRA operations area, or in a supervisory or managerial capacity. Licensed insurance representatives and registered representatives will also benefit. After this session, you will have a greater understanding of what is important and required when handling and processing IRA beneficiary designations, distributions, and required minimum distributions.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.