IRA Beneficiary Distributions — Part 2
Organizations that frequently deal with beneficiary death claims may wonder how to resolve some of their more complex beneficiary issues. This session is part two of a two-part comprehensive course that covers in-depth aspects of traditional and Roth IRA beneficiary options. Attendees will delve into the advanced aspects of traditional and Roth IRA beneficiary options, including beneficiary disclaimers, reporting issues, and compliance concerns.
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- Identify complex beneficiary issues
- Explain the procedures for handling beneficiary intricacies
- Review distributions to trust beneficiaries
Senior Training Consultant, ERISA Department
Ben Maas is a senior training consultant with the ERISA department at Ascensus. Mr. Maas conducts IRA training programs nationwide. His expertise includes traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and SEP and SIMPLE IRA plans. He also leads the development, design, implementation, assessment, and maintenance of the IRA University curriculum. Mr. Maas joined Ascensus in 2005 as a member of the IRA call center before becoming a training consultant. He received a Bachelor of Business Administration degree in finance from the University of Wisconsin, Whitewater. He has earned the Certified IRA Specialist (CIS) designation through Ascensus, the Certified IRA Professional (CIP) designation through the National Association of Federal Credit Unions (NAFCU), and the Certified IRA Services Professional (CISP) designation through the Institute of Certified Bankers. He is a member of the Association for Talent Development (ATD).
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Season Pass Members receive 4 individual logins to every WiBinar:
This webinar is ideal for:
Trust Administrator, New Accounts Representative, Client Relationship Manager, Personal Banker, Universal Banker, Compliance Officer