IRA Series: Understanding IRA Beneficiary Designations,

Jul 11, 2018 03:00pm -
Jul 11, 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

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.


  • Understand the four most common categories of beneficiary designations
  • Review proper documentation of beneficiary designations
  • Discuss allowable beneficiary distribution options
    • Review of quick reference beneficiary options chart
  • Learn the obligations of the IRA custodian regarding the notification and calculation of required minimum distributions
  • Know how to properly calculate RMDs
  • Analyze the RMD reporting requirements to the IRS and the IRA owner

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 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.

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 05, 2018.
Regular registration starts on Apr 06, 2018 and ends on May 11, 2018.
Late registration starts on May 12, 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