Inherited IRAs: Rules Update & Thorough Policy Review

July 28, 2025
Live Webinar
DateJul 28, 2025Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
    • Unlimited connections for your institution
    • Available on desktop, mobile & tablet
    • Take-away toolkit
    • Presenter’s contact info for questions
On-Demand Webinar
  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
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Inherited IRAs have special rules.

Recent law changes have ushered in an unprecedented number of revisions to the rules governing distributions from inherited IRAs. What support services are mandatory? What support services are optional, and what are the pros and cons of offering such services? Learn the ins and outs in this fact-filled program.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
  • Distinguish mandatory IRA provider requirements from optional “value add” provider services
  • Explain the pros and cons of offering “value add” services for inherited IRA owners
  • Identify areas in your inherited IRA policies and procedures which expose your institution to unnecessary risk
  • Streamline your process for handling IRA owner deaths
  • Clearly delineate roles and responsibilities to IRA beneficiaries

WEBINAR DETAILS

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.

TAKE-AWAY TOOLKIT

  • IRA beneficiary (and successor beneficiary) requirements job aid
  • Inherited IRA industry best practices checklist
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

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