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2023 IRA School

Thanks to a flurry of legislative and regulatory developments, IRA providers nationwide are fighting uphill battles as they strive to comply with numerous recent changes to the laws governing IRAs. These changes affect virtually every facet of IRA administration and servicing including eligibility, funding, withholding, reporting, required minimum distributions and inherited IRA distributions. As the IRS continues to issue guidance concerning the implementation of these changes, it is imperative that IRA providers stay abreast of these developments — both the help ensure internal compliance as well as to provide top-notch customer service to IRA clients. By keeping abreast of these changes, IRA providers will be well positioned to better understand and implement the ongoing changes that are being made to the provider’s systems, forms, and procedures and be able to identify when additional steps may be warranted to help ensure ongoing compliance.
9/28/2023 9:00 AM - 9/29/2023 4:00 PM
Central Daylight Time
1220 W. 3rd St. Little Rock, AR

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