IRA Series: IRA Beneficiary Designations & Distributions: Options, Best Practices & Compliance
March 11, 2025
Live Webinar
DateMar 11, 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
First there was the SECURE Act of 2019, then proposed RMD regulations, then SECURE Act 2.0, and now final RMD regulations – it’s a lot to keep track of!
Effective 1/1/25, the final RMD regulations changed beneficiary distribution options and compliance considerations considerably. These changes necessitate review - and very likely revisions - of your organization's standing policies and procedures. This course will cover the changes you can make, the changes you should make, and the changes you must make to ensure you remain both in compliance, and best positioned to provide top-notch service to your inherited IRA holders. With old rules grandfathered in and now new rules, it’s easy to get frazzled. This program will help.
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.
Presented By
Convergent Retirement Plan Solutions, LLC
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