Alternative Investment Issues and Prohibited Transactions

As individuals try to maximize the investment return in their IRAs, financial organizations are being asked about more creative and unique investment options. This course reviews the variety of permissible IRA investments and how various investments work. It also provides the latest reporting requirements for these hard-to-value assets and an overview of the complex prohibited transaction rules. We will also discuss what can go wrong—and what happens when something does go wrong.



Location Date Price
Online October 25, 2018 $199


Professional Development

Advance your career and grow your expertise by maintaining an industry designation and earning continuing education credits.


Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.

Expert Instructors

We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.