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Top 10 IRA Issues for Banks and Credit Unions

March 29 @ 12:00 pm - 1:30 pm EDT

$249

Register Now

Although not quite as funny as other Top 10 lists, this course will provide an interesting and unique perspective on the top 10 IRA issues facing financial organizations today.

This IRA webinar will cover such important topics to financial institutions and its customers as:

  • The Backdoor Roth IRA
  • Electronic Communications and Record Retention
  • Senior IRA Personnel Retirements and Succession Planning
  • Avoiding RMDs
  • Worthless assets in an IRA
  • Rollover Pretax and After-tax splits
  • Nonresident alien beneficiaries

And MUCH more!

This retirement webinar is filled with examples, tips and guidelines designed to ensure your team is fully equipped to handle complex questions and issues that may arise when handling Individual Retirement Accounts.

Pricing

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

Date of Events

Thursday, March 29, 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)

Credits

  • 1.5 CPE Credits
  • 1.5 CHSP Credit

Your Speaker

Michael Glover

Technical Consultant – ERISA Ascensus

Michael Glover

About the Speaker

Michael Glover is a Technical Consultant with the ERISA Technical Support department and has been with Ascensus for 11 years. Mr. Glover assists clients with technical compliance questions through the 800 Consulting Service. He instructs Ascensus’ webinars and various Ascensus-sponsored seminars nationwide. Mr. Glover lends technical expertise regarding Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and various employer-sponsored retirement plans, such as SEP and SIMPLE IRA plans.

Register Now Pay by Check

Details

Date:
March 29
Time:
12:00 pm - 1:30 pm
Cost:
$249
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