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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Daybright Financial
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Nova 401(k) Associates
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Internal Channel Sales Team Lead July Business Services
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Stones River Consulting
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Relationship Manager – Defined Contributions Daybright Financial
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IRAs and Employer Plans: Recognizing Prohibited TransactionsAscensus |
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Sept. 2, 2026 2:00 p.m. ET Webinar |
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IRA owners, employer plan participants, and financial organizations can face significant IRS fines and tax ramifications as a result of a prohibited transaction. This course examines the prohibited transaction rules and common exemptions as they apply to IRAs, employer plans, and financial organizations. Join this session to learn how to identify and prevent prohibited transactions, and possible ways to resolve them once they occur. |