IRA amendments can be complex. But, understanding them is essential for compliance and effective account management.
This session explores the requirements for IRA documents, examines the differences between model agreements and prototypes, and explains why a prototype document may be used. You’ll review the latest guidance on required amendments so that by the end, you can confidently navigate these rules and provide accurate directions to your accountholders.
Learning Objectives:
Duration: 60-minutes
Presented live and recorded on 07/15/26.
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