Presented by: Ascensus
|This 60-minute program will be presented live on:||April 27, 10:00-11:00 a.m. Central Time|
|Recording available through:||July 27, 2022|
This course provides answers to your clients’ rollover questions by explaining all the rollover opportunities, including evolving portability rules between IRAs and employer plans. Our experts teach financial organizations how to capture, facilitate, and report rollovers between employer plans and IRAs.
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