Webinar On Demand

Building and Maintaining a Compliant IRA Program 2020 (MP4)


Recorded July 21, 2020

Is your financial organization’s IRA program in compliance? Compliance means following all IRS requirements for documents, tax withholding, and reporting, which results in a prosperous, penalty-free IRA program. This webinar guides attendees through the areas of IRA compliance and provides checklists to help manage the compliance process.
ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0