IRA and Employer Plan Rollovers - Sp22

Course Length
60 mins

Instructor
Ascensus

Price
$275.00

Upcoming Sessions

Description

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
Price: $275

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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