Recognizing Prohibited Transactions

This course examines the prohibited transaction rules and some of the most common prohibited transaction exemptions (PTEs) as they apply to IRAs and QRPs. You’ll leave this session knowing how to identify and prevent prohibited transactions—and possible ways to resolve them once they occur.

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Location Date Price
Online September 21, 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.