IRA - Complex Death Claims and How to Handle Them webinar 2020 | Credit Union National Association (CUNA) | 13 February 2020 |
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| Event Date | Thu Feb 13 EST (almost 5 years ago) |
| Region | All |
Details
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 webinar is beneficial for past attendees of the CUNA IRA eSchool, IRA Web Series, CUNA Fundamentals eSchool, frontline staff/tellers/MSRs, managers, finance & anyone else who answers questions regarding IRAs.