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IRAs – Is Your Program in Compliance?-Fa24

$275.00

Additional information

Date

12/4/2024

Recording Available Until

3/4/2025

Presenter

Ascensus

Company

Ascensus

Program Time

10:00 am-11:00 am CT

Duration

60 minutes

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.