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Event Date Fri Mar 19 ADT (over 1 year ago)
In your timezone (EST): Fri Mar 19 4:00pm - Fri Mar 19 4:00pm
Location Webinar
Region Americas

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 frontline staff/tellers/MSRs, managers, finance and anyone else who answers questions regarding IRAs.


2021 Speaker

Chad Neumann