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Virtual - IRA Advanced
League Office
1064 E Main Street
Meriden, CT 06450

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Thursday, September 17, 2020, 9:00 AM - 4:00 PM EDT
Category: Service Excellence Training

Advanced IRAs

Already have a basic understanding of IRAs but need additional training on complex IRA issues? Then Ascensus’ Advanced IRAs workshop is perfect for you. You will learn advanced concepts and how to apply those concepts to real-life situations.

Who Should Attend

  • IRA administrators and staff who are looking to build and expand their IRA knowledge
  • Seasoned IRA professionals who want access to the latest industry information
  • Compliance staff with procedural oversight of IRA policies and practices

Course Topics*

  • Resolving Contribution Issues
  • Advanced Portability
  • Required Minimum Distributions
  • Beneficiary Distributions
  • Correcting Tax Forms

Registration fee is $99 per person. 

Register Here

Contact: [email protected]