IRA providers continue to adjust their procedures, forms, and communications to comply with recent law changes. The SECURE Act 2019 proposed RMD regulations, the SECURE 2.0 Act, final RMD regulations, and yet another round of proposed RMD regulations have created substantial and ongoing challenges. These changes affect nearly every aspect of IRA administration, including eligibility, funding, withholding, reporting, required minimum distributions, and inherited IRA distributions. And the IRS continues to issue guidance on these changes. So, staying compliant while aiming at a moving target can be challenging.

During this session, we'll review recent changes and point out rule changes that appear imminent. We’ll also focus on issues that create more errors or that arise less frequently, thereby causing staff stress and nervousness. After thoroughly examining the new rules and their impact on IRA owners, beneficiaries, and providers, we’ll discuss concrete steps your financial organization can take to help ensure ongoing compliance, while also providing top-notch customer service.

We've built in time for attendees to share real-life scenarios from their experiences with clients and will work through them together during the sessions. We also allow ample time to discuss issues that trip you up the most.

EVENT BROCHURE