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Event Date Fri Feb 18 CST (in 3 months)
In your timezone (EST): Fri Feb 18 2:00pm - Fri Feb 18 3:00pm
Location Webinar
Region Americas

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.