Inherited IRAs: Rules Update & Thorough Policy Review

IRA & HSA Deposit Account Compliance

On-Demand Webinar:

StreamedJul 28, 2025Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

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Inherited IRAs have special rules.

Recent law changes have ushered in an unprecedented number of revisions to the rules governing distributions from inherited IRAs. What support services are mandatory? What support services are optional, and what are the pros and cons of offering such services? Learn the ins and outs in this fact-filled program.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Distinguish mandatory IRA provider requirements from optional “value add” provider services
Explain the pros and cons of offering “value add” services for inherited IRA owners
Identify areas in your inherited IRA policies and procedures which expose your institution to unnecessary risk
Streamline your process for handling IRA owner deaths
Clearly delineate roles and responsibilities to IRA beneficiaries

WEBINAR DETAILS

With the recent release of the final RMD regulations, now is the time for IRA providers to conduct a thorough review of their policies and procedures surrounding inherited IRAs. In this webinar, Ben Norquist, founder and CEO of Convergent Retirement Plan Solutions, will address inherited IRA industry best practices that will help IRA providers increase both operational efficiency and the quality of member service, while simultaneously decreasing their exposure to costly compliance errors.

WHO SHOULD ATTEND?

This informative session is directed toward individuals who make decisions concerning policies and procedures surrounding IRA owners’ deaths and the staff tasked with implementing them.

TAKE-AWAY TOOLKIT

IRA beneficiary (and successor beneficiary) requirements job aid
Inherited IRA industry best practices checklist
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.