GSB – IRA and Employer Plan Rollovers
This course provides answers to your clients’ rollover questions by explaining all the rollover opportunities, including evolving portability rules between IRAs and employer plans. Our experts teach financial organizations how to capture, facilitate, and report rollovers between employer plans and IRAs.
This 60-minute program will be presented live on: November 29, 2023 10:00–11:00 a.m. CT
Registration Option: Live presentation $275
Recording available through March 1, 2024