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2024 IRA School

IRA providers nationwide continue to adjust policies, procedures, forms, and communications to comply with the numerous 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 to help ensure internal compliance as well as to provide top-notch customer service to IRA clients. During this school, we will provide in-depth coverage of the regulations and the immediate steps providers should take to prepare for the regulation’s January 1, 2025 effective date. In short, numerous IRA rules have changed, new forms have been introduced, IRA software has been and continues to be updated and there are more changes on the horizon—as evidenced by the IRS’s promise to issue final RMD regulations soon.


9/26/2024 9:00 AM - 9/27/2024 4:00 PM
Central Daylight Time
1220 W. 3rd St. Little Rock, AR

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