Fri Mar 25 CDT (in 4 months)
In your timezone (EST): Fri Mar 25 2:00pm - Fri Mar 25 3:00pm
Credit unions are frequently dealt beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues, where there may be no or limited regulatory guidance. This is a comprehensive webinar that covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. This webinar covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries and other compliance concerns with best practices for how to handle these complex death claim issues.
Who Should Attend
This is beneficial for credit union staff who work directly with members on their personal investments including front-line staff, branch managers, loan officers and member service representatives.