IRA training presented in partnership with Ascensus
Has your organization experienced account owner identity theft? Have retirement or other tax-favored savings plan assets been withdrawn that weren't requested by the account owner? The DOL has issued guidance on cybersecurity. Is your organization applying the recommended best practices? In this course, we'll provide an overview of DOL recommendations as well as how your organization can help limit fraud exposure by applying proper compliance procedures and educating account owners.
To register for this webinar, please follow these simple steps:
- Click "Register for 2024 Webinars" and choose your price point
- Complete the "Personal Information" form, using "00000" as your Organization Number
- Select the webinars you'd like to attend
- Please note that webinar times are listed as CST on the Ascensus website.
- Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase
