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Building a Compliant IRA Program

August 8, 2018 @ 12:00 pm - 1:30 pm EDT


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Is your financial organization’s IRA program in compliance? Compliance means following all of the IRS requirements for documents, tax withholding, and reporting, which results in a prosperous, penalty-free IRA program.

Slide from Compliant IRA Presentation

Sample Presentation Slide

This retirement webinar guides attendees through the areas of IRA compliance and provides checklists to help manage the compliance process.

Learning Objectives

    • Recognize IRA owner and financial organization penalties
    • Review IRA Forms, Operations and Owner Files
    • Identify main areas of compliance
    • Explain requirements for opening documents, federal income tax withholding, and IRS reporting
    • Conduct a self-audit
    • Describe the annual reports that financial organizations must provide to IRA owners


$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Wednesday, August 8, 2018

  • 12:00 – 1:30 pm (Eastern Time)
  • 11:00 – 12:30 pm (Central Time)
  • 10:00 – 11:30 am (Mountain Time)
  • 9:00 – 10:30 am (Pacific Time)


  • 1.5 CPE Credits

Your Speaker(s)


Ascensus retirement education for financial services

About the Speaker


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August 8, 2018
12:00 pm - 1:30 pm
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