Rollovers Between Retirement Plans and IRAs webinar 2020 | Credit Union National Association (CUNA) | 11 February 2020 |

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Event Date Tue Feb 11 EST (almost 5 years ago)
Region All
Details

Congress has passed new legislation that now allows even more generous rollover options. With 10,000 baby boomers turning age 65 every day and liberalized rollover options, more rollover questions are coming up now than ever before. This webinar explains some of the new rollover opportunities along with the evolving portability rules between IRAs and employer-sponsored retirement plans. It teaches credit unions how to capture, facilitate and report rollovers between retirement plans and IRAs.

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.