Presented by: Ascensus
|This 60-minute program will be presented live on:||May 25, 10:00-11:00 a.m. Central Time|
|Recording available through:||August 25, 2022|
Is your financial organization’s IRA program in compliance? Ascensus has conducted countless compliance reviews for financial organizations across the U.S., oftentimes finding compliance concerns that could result in substantial IRS penalties. Being in compliance means following all the IRS requirements for documents, federal and state withholding, and reporting. This course will guide you through these areas of compliancy and provide checklists to help manage the compliance process, helping to ensure IRS penalty-free IRA program.
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