Building and Maintaining a Compliant IRA Program
Is your financial organization’s IRA program in compliance? Compliance means following all IRS requirements for documents, tax withholding, and reporting, which results in a prosperous, penalty-free IRA program. This webinar guides attendees through the areas of IRA compliance and provides checklists to help manage the compliance process.
|Online||May 20, 2021||$199|
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.
We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.