Building a Compliant IRA Program for Banks and CUs (2019-11-13)
This retirement webinar guides attendees through the areas of IRA compliance and provides checklists to help manage the compliance process. W201906580B
$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally.
Wednesday, November 13, 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)
Is your financial organization’s IRA program in compliance? Compliance means following all IRS requirements for documents, tax withholding, and reporting, which results in a prosperous, penalty-free IRA program. This retirement webinar guides attendees through the areas of IRA compliance and provides checklists to help manage the compliance process.
Objectives
1.5 CPE Credits