4721 S Biltmore Lane
Madison, WI 53718
Home > GSB Online Seminar Series > IRA and Employer Plan Rollovers-Fa23
Home > Schools & Programs > IRA and Employer Plan Rollovers-Fa23
Purchasing for others?
$275.00
Ols date | 11/29/2023 |
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Recording available | 3/1/2024 |
Presenter | Ascensus |
Program Time | 10:00-11:00 a.m. CT |
Ols duration | 60 minutes |
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.
4721 S Biltmore Lane
Madison, WI 53718