Whether IRAs are new to you, or you want a good refresher on traditional and Roth IRA rules, this is a must-attend session. From plan establishment, eligibility, and contribution rules, to basic beneficiary, distribution, and portability rules, this program will explore the important concepts that have the greatest impact on your IRA accountholders. You will learn about Simplified Employee Pension (SEP) plans and how easily SEP contributions can be made directly into existing traditional IRAs. This webinar will also address many important compliance considerations, including your responsibilities as the financial institution sponsoring the IRA plan versus the IRA holders’ responsibilities.
Attendance verification for CE credits provided upon request.
Who Should Attend?
This session will provide important information for staff who deal with IRA or small business owners. It is also designed for individuals with IRA operational, supervisory, or managerial responsibilities. Licensed insurance and registered representatives will benefit from this lively, well-paced program, too.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.