Direct Rollovers and Rollovers into a Traditional IRA and a Roth IRA from an Employer Sponsored Retirement Plan Recorded Webinar

This webinar is a detailed presentation focusing on all the aspects
of Employer Sponsored Retirement Plan rollovers. See how direct
rollovers differ and how they must be specifically administered
and reported. Make sure your personnel understand the mandatory Federal Income Tax withholding requirement. Learn how to determine what distributions are eligible for rollover.

This increasingly popular IRA transaction is thoroughly reviewed. Learn the difference between Rollovers and Direct Rollovers IRA from an Employer Sponsored Direct Rollovers. See how the Mandatory Federal Withholding Rule affects rollovers and its taxation. Topics reviewed will include:

What distributions are eligible for rollover ?
What distributions are not eligible for rollover ?
Whose responsibility is it to determine eligibility ?
What documentation is required ?
Procedures applying to Rollovers
Procedures applying to Direct Rollovers
Are Conduit IRAs still required? If so, When ?
How about for Roth IRAs ?
Can regular contributions be added later ?
Can withholding be rolled over ?
Does state withholding affect rollovers ?
Do RMDs affect rollovers ?
Can non-cash assets be rolled over ?
Must employer plans allow direct rollovers ?
Is there any difference for rollovers to Roth IRAs ?