Webinar: Top 10 IRA Issues: Compliance, Minimum Distributions, Reporting & Year-End Issues

Start: 3:00 pm
End: 4:30 pm
Event Days: 11/08/2012 - 11/08/2012

What critical compliance, reporting and other issues need to be revisited before the books are closed for this year? This webinar will review the documentation and reporting that should have been done and how to correct errors before year-end.  Don't miss this important review of how the frontline and operations must work together to successfully administer IRAs!

About This Session:

This webinar will address the following IRA issues:

  • 1. Determining the proper IRA for your accountholder
  • 2. Completing proper documentation and forms at account opening
  • 3. Keeping contracts up-to-date with amendments
  • 4. Confusing rollovers and transfers
  • 5. Making sure the 70 ½ distributions are met
  • 6. Premature distributions and the codes to use
  • 7. Your job as withholding agent on IRAs
  • 8. Inherited IRAs and death distributions
  • 9. Compliance calendar to simplify year-end deadlines
  • 10. IRS reporting and common errors