Recording - IRAs: Building and Maintaining a Compliant IRA Program - Sp22

Course Length
60 mins




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
Price: $275

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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