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2018 IRA Legislative Update
March 27 @ 9:00 am - 10:00 am

Overview

Legislation and guidance that affects IRAs is constantly evolving. This WiBinar will provide an overview of what has changed in the IRA world over the past year and will bring attendees up to date on recent legislation, reporting guidance, and related pronouncements.

Learning Objectives:

Discuss how Public Law Number 115-97, the final tax reform bill, affects IRAs

Learn latest developments on final fiduciary regulations and state-based payroll deduction IRA programs

List 2018 COLAS

Review upcoming proposed legislation

Speaker

Mike Rahn
Consultant, ERISA Compliance Department
Ascensus

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar:

This WiBinar is ideal for:

Compliance Officer, Branch Manager, New Account Representative, Personal Banker, Client Relationship Representative, Trust Administrator, Universal Banker
CPE Credits: 1 CPE Credit

Commands