Traditional IRA Discretionary & Required Minimum Distributions
November 10, 2026
Live Webinar:
DateNov 10, 2026Duration90 minutes
12:00 PM PST01:00 PM MST
02:00 PM CST03:00 PM EST
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- 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
Communication is an essential component in the handling of required minimum distributions and discretionary IRA transactions.
Trustees and custodians must report contributions, distributions, fair market values, required distributions, and more to IRA owners and/or the IRS. Join us to go through the required IRA statements and reports, enabling you to audit your processes, update them if necessary, and ensure you're in compliance with the requirements.
Further details will be available 45 days prior to the webinar date.
Presented By
Convergent Retirement Plan Solutions, LLC
Other Webinars That Might Interest You
Deposit Operations Year-End Wrap-Up & Update
by Deborah L. Crawford
Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
by Loni Porta
Signature Card Danger Zones
by Deborah L. Crawford
Check Fraud & Scams
by Deborah L. Crawford
Teller Excellence Series: Regulation CC: Check Holds, Funds Availability & Remote Deposit Capture
by Deborah L. Crawford
BSA Exam Manual Series: CIP, CDD & High-Risk Customers
by Deborah L. Crawford
Wire Transfers: Effective Agreements & Internal Controls
by Shelli Clarkston
When a Depositor Dies: Next Steps
by Deborah L. Crawford
When Enhanced Due Diligence Is the Standard: MRBs, MSBs, NRAs, Charities & More
by Deborah L. Crawford
HSAs: Tackling Common Administration Headaches & Mistakes
by Loni Porta
This Webinar Appears In
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC