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What TPAs Need to Know About IRAs

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What TPAs Need to Know About IRAs
Presented by Eric D. Slack, IRS Employee Plans Tax Law Specialist
Tuesday,  May 19, 2015
11:00 a.m. - 11:50 a.m. CT
Continuing Education Credits: 1 NIPA CPE; 1 ERPA CPE

Qualified retirement plans come in many shapes, sizes and forms in order to meet the needs of plan sponsors who come in just as many varieties! And while most TPAs handle the popular 401(k) plan on a daily basis, IRAs are another story.  When it comes to these types of retirement plans, what do TPAs need to know about IRAs?  NIPA members should attend this complimentary webcast (non-members can attend for a small fee) presented by Eric D Slack (IRS) on Tuesday, May 19, 2015 to learn:

  • The difference between qualified plans and IRAs
  • Traditional versus Roth IRAs
  • The impact of participation in a qualified plan on IRA contributions
  • The rules on transfers and rollovers between IRAs
  • The rules on transfers and rollovers between IRAs and qualified plans
  • The MyRA program, and
  • The future of automatic IRAs.

 

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