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.
Featured Events
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2023 IBA Bank Management and Policy Conference
February 7, 2023
8:00 am - 4:30 pm -
2023 IBA IRA Essentials Seminar
March 7, 2023
9:00 am - 4:00 pmMarch 8, 2023
9:00 am - 4:00 pmMarch 9, 2023
9:00 am - 4:00 pm -
2023 IBA Ag Bankers Conference
March 20, 2023
8:00 am - 5:30 pm -
2023 IBA Two-Day BSA School
March 22, 2023
9:00 am - 4:00 pm