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.
|Online||April 6, 2021||$199|
|Online||December 7, 2021||$199|
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We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.