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

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.