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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
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
For more information, call 800-422-7285 or email education@icba.org.
ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.
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.
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