IRA Transfers & Rollovers

Webinar

IRA Transfers & Rollovers

May 14, 2024 | 11:00 am ET • 10:00 am CT | Webinar

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

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Pricing

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

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to real-time event attendance. Digital products will be made available when full payment is received.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase.

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

Alexis Gonzalez del Valle

Alexis Gonzalez del Valle

Senior ERISA Analyst

Ascensus

Code of Conduct

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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