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Webcasts  >  Upcoming   |   Recorded
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View More The Retirement Advantage [TRA] Webcasts and Conferences

Navigating the New Rollover Reality

The Retirement Advantage [TRA]

Jan. 19, 2022
Recorded Online

With the Department of Labor regulations on investment advice fiduciaries vacated, the industry reverts to prior guidance on the proper steps to completing a compliant IRA rollover, including best practices as outlined in FINRA Notice 13-45 and the Securities and Exchange Commissions final Regulation Best Interest. Attend this course to understand the changing rollover reality; know the steps to uncovering plan distribution options; recognize four common rollover scenarios; and adapt a process for implementing and repeating compliant rollovers.

Learning Objectives

  • Understand the changing rollover reality
  • Know the steps to discover plan distribution options
  • Recognize four common rollover scenarios
  • Adapt a process for implementing and repeating compliant rollovers
  • For CPE requirements, click here
  • Investments & Wealth Institute® has accepted “Navigating the New Rollover Reality” for 1 hour of CE credit towards the CIMA®,CPWA®, CIMC®, and RMA® certifications
  • CFP Board has accepted “Navigating the New Rollover Reality” for 1 hour of CE credit towards the CFP®  designation
  • This program is valid for 1 PDCs toward SHRM-CP and SHRM-SCP recertification

To receive CE credit, you must remain logged into the video portion of the webinar for the entire program. Logging into the audio portion only is not sufficient for CE credit.

If you are interested in earning 5 or 10 CE credits for CFP or CIMA/CPWA/CIMC/RMA designations by taking a self study course based on the Retirement Resource Guide and passing an exam please click on the link:

More Information, How to Register

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