| Description |
This 100 minute interactive course is intended to provide the 401(k) administrator with what they need to know about IRAs. Plan administrators often get questions from employers or 401(k) participants about IRAs. This course is designed to acquaint 401(k) administrators with the differences in these two plans and how to answer the most common questions that they receive. The information provided is practical and you can put it to use immediately to establish more effective administrative procedures.Topics Covered:- Rollover from 401(k)s to IRAs, Traditional and Roth
- Overview of the Conversion to Roth IRA Rules
- The Differences in the Premature Distribution Rules
- After-tax in a Qualified Plan vs. in a Traditional IRA
- Withholding Rules for QP and IRAs
- Differences in the RMD Rules.
- The One IRA Rollover a Year Concept
- Rolling Traditional IRAs into 401(k)s
- Other Distribution Rule Differences
- Beneficiary Rules
- Spousal Consent
- Direct Rollovers
- Triggering Events
- Handling of Basis
Bill Grossman, QPA, ERPA, Director of Education and Communications with McKay Hochman will present this eSeminar. Bill is also Editor of McKay Hochman's Newsletters, E-mail Alerts and Website www.mhco.com |
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| Fee |
$249.00 per computer (multiple attendees can view from one computer) |
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$37.35 discount for NIPA members
(discount code required)
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| Course Level |
Basic/Intermediate |
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| Prerequisite |
None |
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| CPE Credit |
You may be eligible for 2 CPE credits |
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Who Should Attend? |
Retirement Plan Professionals |
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| Duration |
100 minutes |
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| Delivery Mode |
Group Internet Based |
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| Advanced Preparation |
None |
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NASBA Statement |
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| Administrative Policy |
Satisfaction guaranteed. If you are not completely satisfied with this eSeminar, we will provide you with a credit toward another McKay Hochman educational program. Email seminars@mhco.com with your comments, suggestions, or complaints. |
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| Cancellation Policy |
Full refund of tuition, less an administrative fee of $25 will be made for cancellations received at least 5 days prior to the eSeminar. |
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NIPA members entitled to the discount rate, please call (973) 492-1880 or email seminars@mhco.com to obtain a discount code. |
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