Start Date: 7/28/2025 9:00 AM MDT
End Date: 7/28/2025 10:30 AM MDT
Location:
United States
With the recent release of the final RMD regulations, now is the time for IRA providers to conduct a thorough review of their policies and procedures surrounding inherited IRAs. In this webinar, Ben Norquist, founder and CEO of Convergent Retirement Plan Solutions, will address inherited IRA industry best practices that will help IRA providers increase both operational efficiency and the quality of customer service, while simultaneously decreasing their exposure to costly compliance errors.
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