Transfers & Rollovers
Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between rollovers and transfers and direct and indirect rollovers are just a few of the topics that will be discussed during this session. This WiBinar also touches on designated Roth account assets.
To request playback, email Montana Townsend at mtownsend@westernbankers.com
Learning Objectives:
- Explain the portability rules that apply to IRAs, employer-sponsored retirement plans, and Roth account assets
- Discuss compliance concerns regarding transfers and rollovers
- Distinguish between direct and indirect rollovers
- Accurately document and report transactions
Speaker
Paul Cullen
Technical Consultant, ERISA Compliance Department
Ascensus
WiBinar Fees
| Pricing For | Price | Season Pass |
|---|---|---|
| Bank Member | $195 | $0 |
| Bank Nonmember | $249 | $0 |
| Affiliate Member | $195 | $0 |
| Affiliate Nonmember | $249 | $0 |
Season Pass Members receive 4 individual logins to every WiBinar
This WiBinar is ideal for:
Trust Administrator, New Accounts Representative, Client Relationship Manager, Personal Banker, Universal Banker, Compliance Officer