Start Date: 10/20/2021 1:00 PM MDT
End Date: 10/20/2021 2:30 PM MDT
This session will provide the detailed information and reference tools you need to confidently provide IRA owners and beneficiaries with the information necessary to make informed decisions regarding IRA-to-IRA rollovers, employer-plan-to-IRA rollovers, and IRA-to-IRA transfers. Staff who have operational, compliance, or IRA owner interaction will gain valuable insight into the nuances of properly handling and explaining IRA rollovers and transfers. In addition, managers and individuals who hold insurance or securities licenses will gain a thorough understanding of the many rules and their responsibilities. You will also learn the most common pitfalls to avoid when discussing and handling IRA rollovers and transfers.