Dates of Event & Pricing

$249 for Webinar and Playback*

*Playback has no expiration and may be shared internally.

  • Thursday, October 17, 2019

  • 12:00 – 1:30 pm (Eastern Time)

  • 11:00 – 12:30 pm (Central Time)

  • 10:00 – 11:30 am (Mountain Time)

  • 9:00 – 10:30 am (Pacific Time)

Curriculum

Organizations are frequently dealt beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues, where there may be no or limited regulatory guidance. This is a comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. 

This retirement training course covers

  • Advanced aspects of IRA disclaimers,
  • Distributions to trust beneficiaries,
  • Reporting issues,
  • Disputes,
  • Minors as beneficiaries, and
  • Other compliance concerns with best practices for how to handle these complex death claim issues.


BONUS MATERIAL

25-page manual with examples, illustrations and detailed explanations on IRA Complex Death Claims that will benefit every financial institution.                                                       

    

Instructor

Ascensus Leaders in Retirement Training

Ascensus helps more than 8 million Americans save for retirement, college, and healthcare with premier service and technology. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals.

Credits

1.5 CPE Credits and 1.8 AAP Credits