IRA Reporting

IRA reporting requirements constantly change, which is why financial organizations must stay up to date on the latest reporting issues. This course provides a current, in-depth review of IRA reporting requirements—including requirements for required minimum distribution statements, fair market value statements, account statements, and Forms 1099-R and 5498. You will also review the electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.

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Location Date Price
Online April 6, 2021 $199
Online December 7, 2021 $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.