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With more than 350 online training courses, dozens of seminars and certification programs, timely webinars and audio conferences, training manuals and access to on-demand content, you have the power to choose the ICBA Education learning experience that's right for you.
Today's modern learner has only a fraction of their workweek available for training and professional development. This fast-paced way of life requires the delivery of learning opportunities through multiple channels to provide you convenience and flexibility.
Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are handling these transactions properly.
You will learn the difference between transfers and rollovers, and direct and indirect rollovers, as well as acquire an understanding of Roth retirement plan assets and portability with Roth IRAs.
Learning Objectives:
Learn the differences between transfers and rollovers.
Understand Roth retirement plan assets and portability with Roth IRAs.
Ensure you are handling the IRA transfer and rollover transactions correctly.
Duration: 60 minutes
