IRA Transfers, Rollovers & Conversions

July 7, 2026

Audit & Accounting Compliance Frontline & New Accounts IRA & HSA Operations

Live Webinar

DateJul 7, 2026Duration90 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

See Registration Options

IRA money moves fast. Are you keeping up or playing catch-up?

From rollovers to conversions, one wrong step can trigger costly mistakes. Get the clarity, confidence, and red-flag awareness you need to guide every transaction the right way before your accountholders (or auditors) start asking questions.

KEY WEBINAR TAKEAWAYS

The difference between an IRA-to-IRA transfer and an IRA-to-IRA rollover
IRS reporting implications of transfers and rollovers
Unique attributes of asset types held within employer-sponsored retirement plans and the resulting impact on rollover processes
IRA conversions: taxes and potential penalties

This webinar is part of the 2026 IRA Series

BONUS MATERIALS

Job aid: Permissible Rollovers
Job aid: Accepting Employer Plan Rollovers
Internal Revenue Code Section 402(c)

WEBINAR DETAILS

IRA owners have unprecedented ability to move funds between tax-sheltered plans and may look to you for assistance. Are you ready? This nuts-and-bolts session will go over portability-related rules, terminology, and jargon for common transactions. It will review key transactional red flags to watch out for and common (avoidable) mistakes IRA owners and trustees/custodians make. We’ll also pass along vital working knowledge of transfer, rollover, and conversion transactions on which succinct internal procedures can be based.

WHO SHOULD ATTEND?

Client service representatives
Frontline tellers if they facilitate transfer and rollover transactions
Compliance Officers and staff who spot-check IRA transactions
Managers and supervisors tasked with finalizing internal policies and procedures

TAKE-AWAY TOOLKIT

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.