Critical IRA Year-End Issues
WEBINAR OR ON-DEMAND WEB LINK
(LINK INCLUDES FREE CD ROM)


Thursday,
December 8, 2011

12:00 pm - 1:30 pm Pacific
1:00 pm - 2:30 pm Mountain
2:00 pm - 3:30 pm Central
3:00 pm - 4:30 pm Eastern

Meet the Presenter

Deborah L. Crawford, gettechnical inc

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It’s December 31st and most of your co-workers are looking forward to celebrating the New Year – but not you.  Twenty of your age 70½ members have not signed waivers or taken their distributions.  In addition, one of your members passed away suddenly and you can’t find the beneficiary paperwork.  You also learn that a member has had 6 back-and-forth rollovers from another financial institution this year and now you have to untangle it all before midnight.

Join us to learn about these and other common IRA problems and critical issues well before December 31st. 

HIGHLIGHTS120811cu.jpg

  • Making age 70½ distributions, waivers, and penalties
  • Annuity pay-outs for those using the exception to premature distributions
  • Inherited IRAs:  reporting and handling when it is a spouse or non-spouse
  • Special topics and issues:  conversions, re-characterizations, revocations, and more
  • Compliance calendar and due dates
  • Year-end reporting and preparing for tax time
  • Any pending changes on IRAs will be covered

WHO SHOULD ATTEND?

This informative session is designed for IRA administrators, IRA coordinators, frontline personnel who work with IRAs, operations staff, and compliance employees.