Beneficiary IRAs

The Pension Protection Act of 2006 created several new opportunities for financial organizations to increase Individual Retirement Account (IRA) deposits. One of the more unique provisions allows nonspouse beneficiaries the ability to directly roll over inherited employer plan assets to an “inherited” or “beneficiary” IRA. Don’t miss out on your opportunity to promote this new direct rollover option for employer plan nonspouse beneficiaries. Join us for this one hour presentation that will explain the purpose, benefits, and administration of beneficiary IRAs.

Covered topics include:

• Overview
• Direct rollover benefits
• Employer plans
• Beneficiary IRA establishment
• Beneficiary IRA distributions
• IRA beneficiaries
• Beneficiary IRA reporting

Register below for our 40-minute “Beneficiary IRAs ” recorded, online webinar. Cost is $199. Test your system before purchase.

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