Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are up to date and handling these transactions properly. You will learn the difference between transfers and rollovers and direct and indirect rollovers, as well as acquire an understanding of Roth retirement plan assets and portability with Roth IRAs.
Featured Events
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2024 IBA Fusion Conference (HR/Marketing)
April 9, 2024
8:00 am - 11:00 am -
2024 IBA Regional Meeting Golf Outings
May 13, 2024
10:00 am - 4:00 pmMay 14, 2024
10:00 am - 4:00 pmMay 15, 2024
10:00 am - 4:00 pmMay 20, 2024
10:00 am - 4:00 pmMay 21, 2024
10:00 am - 4:00 pmMay 22, 2024
10:00 am - 4:00 pm