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Whether IRAs are new to you, or you want a good refresher on traditional and Roth IRA rules, this is a must-attend session. From plan establishment, eligibility, and contribution rules, to basic beneficiary, distribution, and portability rules, this program offered on Thursday, March 29, from 3:00 p.m. to 4:30 p.m., will explore the important concepts that have the greatest impact on your IRA accountholders. You will learn about Simplified Employee Pension (SEP) plans and how easily SEP contributions can be made directly into existing traditional IRAs. This webinar will also address many important compliance considerations, including your responsibilities as the financial institution sponsoring the IRA plan versus the IRA holders’ responsibilities.
For those participating in this webinar, you can expect to learn about:
- Requirements to properly establish an IRA plan
- IRA eligibility and contribution rules
- Differences between IRA rollover and IRA transfer rules
- Analyze basic beneficiary rules and choices for traditional and Roth IRAs
- Fundamental concepts of SEP plans
- Financial institution responsibilities vs. IRA owner responsibilities
After participating in this webinar, attendees will receive: An employee training log and a quiz you can administer to measure staff learning and a separate answer key.
For more information or to register, please click here.
This webinar, offered through the League's partnership with the CU Webinar Network, is part of a six-part IRA Series. For more information regarding the other topics covered in this series, click here.