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Regional Sales Director-Mid Atlantic July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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Nova 401(k) Associates
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Regional Sales Director-Heartland July Business Services
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Daybright Financial
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Spectrum Pension Consultants (part of Daybright Financial)
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Relationship Manager – Defined Contributions Daybright Financial
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Independent Retirement
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EPIC RPS
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Stones River Consulting
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Director of Regulatory Operations and Compliance PCS Retirement
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Daybright Financial
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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IRAs: Establishing and AmendingAscensus |
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Feb. 3, 2026 4:00 p.m. ET Webinar |
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For the first time in about 20 years, due to recent enacted legislation, the IRS is requiring all IRAs to be amended. Are you familiar with the amendment requirements and the process for amending your documents? To avoid IRS penalties, financial organizations must use the correct and properly amended IRA opening documents. This course provides information on how to properly establish Traditional and Roth IRAs and how to amend them. |