IRA - Reporting and Compliance - 2021
Recorded January 28, 2021 — 2 hours
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During this webinar, we will cover all the paperwork, contracts, disclosures and best practices. We will also review the line-by-line reporting for the 5498 and the 1099R. We will look at corrections, common errors and best practices to run your IRA Department from the compliance point of view.
-Auditing Your IRAs
-1099R and 5498 Line by Line
-Correcting the reporting
-The required paperwork
-Truth in Savings, CIP and OFAC
-Documenting the ins and the outs
-CDs, savings and other products
-Titling and Signature Cards
What you will receive:
-IRA Handbook over 600+ pages with up to the minute information and changes
-Certificate of Completion
Questions and Answers