Curriculum

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

  • Recognize IRA owner and financial organization objectives
  • Identify main areas of compliance
  • Explain requirements for opening documents, federal income tax withholding and IRS reporting
  • Conducting self audits
  • Describe annual reports that FIs must provide to IRA owners

Instructor

  • Ascensus Leaders in Retirement Training

    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