IRA Reporting Requirements
With IRA reporting requirements constantly changing, it is vital for your financial organization to stay up to date on the latest requirements. This course provides an in-depth review of key IRA reporting topics, including required minimum distribution statements, fair market value statements, account statements, and IRS Forms 1099-R and 5498. Our experts also review the electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.
|Online||April 5, 2022||$199|
|Online||December 6, 2022||$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 other tax-favored savings plans for over 35 years.