Lizeth GeorgeJoin us on Tuesday, September 17, for a webinar to learn about the most important provisions in the 260-page regulatory guidance affecting IRA required minimum distributions (RMDs) and required IRA beneficiary distributions. The IRS’s final regulations issued on July 19, confirm numerous positions in the previously published proposed RMD regulations, provide greater clarity on a range of IRA owner and beneficiary RMD topics, and reflect changes or clarifications made in response to extensive industry feedback.
With a January 1, 2025, effective date, financial institutions have a very short period of time to review current IRA documents, policies, and procedures in order to identify changes that must be implemented between now and year end to comply with the final regulations. Attendance certificate provided to self-report CE credits.
After this webinar you’ll be able to:
- Recall the provisions that remain consistent with the previously published (i.e., proposed) RMD regulations
- Recognize the provisions included in the final RMD regulations that deviate from the proposed RMD regulations
- List the processes at your financial institution requiring internal review/audit
- Identify issues that require staff awareness and training
- Know the due date for complying with the final regulations
This timely webinar will benefit everyone at your organization who is involved with IRAs, including operations, compliance, administrative and supervisory staff, and service representatives. Management, trust department staff, and those licensed for insurance and securities will also benefit.
