IRA Transfers & Rollovers 2022 | Credit Union National Association (CUNA) | 18 February 2022 | Webinar
Venue
Webinar
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| Event Date |
Fri Feb 18 CST (almost 3 years ago)
In your timezone (EST): Fri Feb 18 1:00am - Fri Feb 18 1:00am |
| Location | Webinar |
| Region | Americas |
Details
Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between rollovers and transfers, and direct and indirect rollovers are just a few of the topics that will be discussed during this session. This also touches on designated Roth account assets.
Who Should Attend:
This is beneficial for frontline staff/tellers/MSRs, managers, finance and anyone else who answers questions regarding IRAs.
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