IRA Series: IRA Year-End Wrap Up: Hottest Issues, Compliance & Reporting Responsibilities

The IRA rules are always changing, and the IRA world has really been socked hard the last few years. Unfortunately (or fortunately), that won’t slow down anytime soon. Rule changes, although challenging, can necessitate valid, relevant accountholder touchpoints, opportunities for endearing your customers to your organization, resulting in increased loyalty if handled well. This webinar will provide a legislative and regulatory review, and cover the most recent, relevant pronouncements affecting your operations and accountholders. The year-end statements and reports that must be prepared and sent, January through May, will also be reviewed.

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.