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- IRA Reporting Requirements
IRA Reporting Requirements
With IRA reporting requirements constantly changing, it is vital for your financial organization to stay up to date on the latest requirements. This course provides an in-depth review of key IRA reporting topics, including required minimum distribution statements, fair market value statements, account statements, and IRS Forms 1099-R and 5498. Our experts also review the electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.
Details
| Location | Date | Price |
|---|---|---|
| Online/Virtual | Mar 28 | $199 |
| Online/Virtual | Nov 07 | $199 |
Benefits
Expert Instructors
We have some of the industry's top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.
Professional Development
Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.
