IRA and Employer Plan Rollovers-Fa23

Home > GSB Online Seminar Series > IRA and Employer Plan Rollovers-Fa23

Home > Schools & Programs > IRA and Employer Plan Rollovers-Fa23

Please log-in to purchase.

Purchasing for others?

Learn How

Please log into your account at GSB.org using your own credentials before adding programs to your cart. (If you don't have an account, you'll need to create one; if you have forgotten your password, you can reset it.)

If you'd like to purchase for someone else, or use a payment method associated with another employee, you'll be prompted for that information on a future screen – but please use only your own credentials when making the initial program selection.

$275.00

Additional information

Ols date	11/29/2023
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.

Schools

Forums

Programs & Certificates

Online Seminars

Meet GSB

Current Students

Alumni

IRA and Employer Plan Rollovers-Fa23

Additional information

Space is Limited – Check Program Deadlines and Apply Early

Quick Links

Resources