IRA Beneficiary Distributions — Two Part Series
With more baby boomers entering retirement, are financial organizations ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This two-part series explores beneficiary election deadlines, distribution rules, and restrictions. Additionally, attendees will delve into advanced aspects of traditional and Roth IRA beneficiary options.
Part 1-November 29, 2018, 11:00 AM – 12:00 PM
Part 2-December 6, 2018, 11:00 AM – 12:00 PM
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- Identify complex beneficiary issues
- Explain the procedures for handling beneficiary intricacies
- Evaluate distribution options available to spouse and non-spouse beneficiaries
- Identify the beneficiary distribution election deadline and when the beneficiary distribution defaults apply
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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This WiBinar is ideal for:
Trust Administrator, New Accounts Representative, Client Relationship Manager, Personal Banker, Universal Banker, Compliance Officer