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Regional Sales Director-Heartland July Business Services
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Nova 401(k) Associates
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Independent Retirement
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Director, Strategic Accounts and Channel Development July Business Services
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Daybright Financial
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EPIC RPS
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Relationship Manager – Defined Contributions Daybright Financial
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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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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Spectrum Pension Consultants (part of Daybright Financial)
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Regional Sales Director-Mid Atlantic 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. |