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.

Presenter: Ascensus

Registration Option: Live presentation $275

Recording available through March 1, 2023

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Date

Nov 30 2022

Time

10:00 am - 11:00 am

Cost

$275.00

More Info

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