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Tuesday, September 06, 2016 - Sunday, November 27, 2016
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Online / Virtual Meeting
After successfully completing the IRA Institute, you will be able to *establish and administer Traditional and Roth IRAs; *understand the rules for SEP and SIMPLE IRA plans; *understand contribution eligibility requirements; *process IRA distributions, transfers, and rollovers; *describe beneficiary options and facilitate beneficiary transactions; and *manage error resolution, penalties, and reporting.
Whether you are looking to earn the CIP or CISP designation to become a recognized industry leader, earn continuing education credits, or to acquire in-depth, up-to-the-minute knowledge about IRAs, experienced IRA services professionals with two years of IRA compliance or operations experience should attend the IRA Online Institute.
For More Information:
P: (800) 446-7453 | F: (800) 878-4712
1001 Connecticut Ave. NW Suite 1001
Washington, DC 20036