Gallagher
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Head of Money Out Operations (Retirement Industry) Ascensus
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July Business Services
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Retirement Plan Compliance Analyst FuturePlan, by Ascensus
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Division Vice President, Western Region - Retirement Sales Ascensus
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401k & Defined Contribution Plan Consultant Planned Retirement Consultant & Administrators, LLC
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The Angell Pension Group, Inc.
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Sentinel Group
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Defined Contribution Consultant Loren D. Stark Company
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IRA UniversityAscensus |
Sept. 25, 2024 - Oct. 30, 2024 Webinar |
This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. Topics include establishing an IRA, contributions, Traditional and Roth IRA distributions, and portability. |