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Hessel & Associates, LLC
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United Benefit Pensions Inc.
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MGKS
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Retirement Plan Relationship Manager – DB or DC Focus Trinity Pension Consultants
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Loren D. Stark Company
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Retirement, LLC
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EPIC RPS
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Senior Defined Contribution Account Manager Nova 401(k) Associates
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Loren D. Stark Company
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Manager - Defined Contribution Plans M2B Retirement Consulting LLC
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Site Manager / Senior Administrator Nicholas Pension Consultants
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Director of Pension Administration Primark Benefits
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CMC Pension Professionals
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Compliance Analyst - 401(k) Administration Ubiquity Retirement + Savings
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Primark Benefits
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401(k) Retirement Plan Administrator Midwest TPA with Remote Workforce
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Jocelyn Pension Consulting
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Junior Implementation Specialist - 401(k) Administration Ubiquity Retirement + Savings
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Aimpoint Pension
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Hicks Pension Services
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IRA Legal IssuesAscensus |
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July 14, 2022 10:00 a.m. ET Webcast |
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Although financial organization personnel do not give tax advice to their clients, IRA administrators still may find themselves fielding legal questions. Generally, there is no IRS guidance on how to handle IRA legal issues. This course covers some of the more common legal issues that may arise with IRAs, such as powers of attorney, guardianships, creditors, beneficiary issues, and divorce; as well as how to handle these types of transactions to help mitigate risk for your organization. |
