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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.
Financial organizations often encounter complex beneficiary death claims, especially when there is limited regulatory guidance to navigate these situations. This comprehensive course provides an in-depth overview of aspects of Traditional and Roth IRA beneficiary issues, offering practical solutions for resolving death claims while minimizing risk.
Topics covered include advanced IRA disclaimers, distributions to trust beneficiaries, reporting requirements, handling disputes, managing minor beneficiaries, and other compliance concerns. Gain the knowledge and best practices needed to effectively manage beneficiary-related challenges and ensure compliance.
Learning Objectives:
Master the complexities of handling IRA death claims.
Learn best practices for managing death claims while minimizing risk.
Evaluate and improve your IRA death claim procedures to ensure compliance.
Duration: 60-minutes
