IRAs - Is Your Program in Compliance?-Fa24 - Graduate School of Banking

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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.