IRAs: Building and Maintaining a Compliant IRA Program

Presenter: Ascensus

This 60-minute program will be presented live on: December 14 – 10:00-11:00 a.m. Central Time

Recording available through: March 14, 2023

Price: $275

Is your financial organization’s IRA program in compliance? Ascensus has conducted countless compliance reviews for financial organizations across the U.S., oftentimes finding compliance concerns that could result in substantial IRS penalties. Being in compliance means following all the IRS requirements for documents, federal and state withholding, and reporting. This course will guide you through these areas of compliancy and provide checklists to help manage the compliance process, helping to ensure IRS penalty-free IRA program.