IRA Workshop

Event Image


Beth Parker
(801) 214-7720

Presented in Partnership with Convergent RPS

Date & Time

Tuesday, March 26, 2024
9am - 2pm


Salt Lake City (location TBA)

Online via Zoom

IRA providers nationwide are fighting uphill battles to comply with numerous recent changes to the laws governing IRAs. These changes affect virtually every facet of IRA administration and servicing, including eligibility, funding, withholding, reporting, required minimum distributions, and inherited IRA distributions. As the IRS continues to issue guidance concerning the implementation of these changes, it is imperative that IRA providers stay abreast of these developments - both to ensure internal compliance, as well as to provide top-notch customer service to IRA clients.

      Program Agenda

      • Legislative update
      • IRA plan establishment including designation of beneficiary
      • IRA contribution eligibility, limits and processes
      • Portability
        • IRA-to-IRA transfers and rollovers
        • Employer-sponsored retirement plan-to-IRA rollovers
        • IRA recharacterizations
        • Roth IRA conversions
      • IRA Distributions
        • Traditional (and SEP and SIMPLE) IRAs
        • Normal distributions
        • Early distributions
        • Required minimum distributions (RMDs)
        • Roth IRAs
        • Qualified distributions
        • Nonqualified distributions
        • Beneficiary distributions
      • IRA withholding and reporting 

      View the Full Schedule Here


      • In-person: $300
      • Virtual: $250


      Who Should Attend?

      This is an intermediate-level course, designed to be a perfect fit for those who have a fundamental understanding of IRAs, all the way to seasoned, in-house IRA gurus. This jam-packed offering is a good fit for almost anyone involved with IRAs including, but not limited to:

      • new account representatives,
      • certificate of deposit personnel,
      • savings counselors,
      • accountholder service representatives,
      • investment and trust personnel,
      • compliance officers, and
      • any other officers/managers who oversee IRA operations