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Given the constantly evolving IRA reporting requirements, it is crucial for your financial organization to remain current on the latest mandates.
Conduct a comprehensive examination of essential IRA reporting topics including required minimum distribution statements, fair market value statements, account statements, and IRS Forms 1099-R and 5498. Additionally, participants will scrutinize electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.
Learning Objectives:
Identify the vital IRA requirements your institution must comply with.
Learn about the latest IRA reporting requirements.
Understand the reporting topics on required minimum distribution statements, fair market value statements, accounts statements, and IRS forms.
Duration: 60-minutes
ICBA Members
Live: $209
On-Demand: $229
Live + On-Demand: $249
Non-Members
Live: $309
On-Demand: $329
Live + On-Demand: $449
Unlimited Webinar Pass subscription: $0
For more information, call 800-422-7285.
Who should attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, IRA Specialists
Prerequisites: None
Advanced Preparation: Basic knowledge of banking.
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based.
CPE Credit Hours: 1
Senior ERISA Analyst
Ascensus
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.