IRA Update and Review (Half Day Program)

Program Overview:

The IRA Update and Review class is designed for those who need information on what is new and changed in IRAs. We also include a review of products and compliance issues. While not designed for those who are new to IRAs, it does include enough basics to get you started and focuses on those areas that change each year. You will receive the complete IRA Handbook for the update class.

What you will learn:
Product review
Premature Distributions
70 ½ distributions
Death distributions
Compliance
Reporting
Any changes to previous training and education

Who should attend:

Intermediate level class for IRA administrators, trust officers, customer service representatives, personal bankers, branch managers and other personnel who need an update to their IRA information

Recommended time:

3 educational hours