IRAs and Employer Plans: Recognizing Prohibited Transactions

IRA owners, employer plan participants, and financial organizations can face significant IRS fines and tax penalties as a result of a prohibited transaction. This course examines the prohibited transaction rules and common exemptions as they apply to IRAs, employer plans, and financial organizations. Join this session to learn how to identify and prevent prohibited transactions, and possible ways to resolve them once they occur.


Location Date Price
Online/Virtual Sep 17 2024 $229



Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.

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.