Building a Compliant IRA Program for Banks

Building a Compliant IRA Program for Banks

Building a Compliant IRA Program for Banks
Wednesday, November 13, 2019
12:00 pm – 1:30 pm Eastern 


Is your financial organization’s IRA program in compliance? Compliance means following all IRS requirements for documents, tax withholding, and reporting, which results in a prosperous, penalty-free IRA program. This retirement webinar guides attendees through the areas of IRA compliance and provides checklists to help manage the compliance process.


  • Recognize IRA owner and financial organization objectives
  • Identify main areas of compliance
  • Explain requirements for opening documents, federal income tax withholding and IRS reporting
  • Conducting self audits
  • Describe annual reports that FIs must provide to IRA owners


Ascensus Lendes in Retirement Training

Attendance verification for CE credits provided upon request.

Webinar Sponsored by BankersHUB

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877

Registration Options
Live Webinar: Register for the live event and get five days access to the On Demand Playback. You’ll have an opportunity to ask questions during the presentation and be free to review the content for the next 5 (business) days Registration also includes links to presenter materials, handouts, and pdfs.
Additional Hookups: Registering another banker from a different location

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