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IRA Essentials: Part II

Wednesday, February 12, 2020

1 - 2 p.m. EST/noon - 1 p.m. CST
Cost: $99/member connection; $149 non-member connection

One CPE credit eligible


Unclaimed property reporting of non-ERISA retirement arrangements is becoming increasingly complex. UPPO’s IRA Essentials: Part II webinar will build on topics from last August’s IRA Essentials webinar, including the new IRS tax withholding mandate for IRAs, RUUPA-inspired legislation addressing IRA escheatment and questions submitted during the Part I webinar.


Educational Level







Webinar schedule

IRA Essentials II

Wednesday, February 12; 1 - 2 p.m. EST

2020 Annual Conference Wrap-up

Save the date

Wednesday, April 15;

1 - 2 p.m. EST

Must meet eligibility requirements to attend UPPO events.


CPE credits

For webinars eligible for CPE credit, you must have your own connection to be eligible to receive the CPE credit. You are welcome to train multiple employees in one location with only one webinar connection. One CPE credit is available per connection, upon completion of the webinar.

Advance preparation: None
Delivery method: Group Internet Based

Field of study: Management Services
Program level: All  
Prerequisite: Basic knowledge of unclaimed property processes is recommended.

Unclaimed Property Professionals Organization is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For questions about CPE credits contact: Shannon Wild at 763-253-4341 or



Live UPPO webinars are available exclusively at the published time and are not archived for replay.


Cancellation policy

No refunds will be made after the registration is processed. Webinar cancellations, registration charges, refunds,  requests, and information regarding administrative polices and/or complaints, are to be directed to 763-253-4340 or


Legal disclaimer

This presentation will not constitute legal, financial, accounting or any other type of advice. It will be provided solely for educational and informational purposes for the attendees of this webinar which is sponsored by UPPO. Attendees are urged to consult with their own attorneys and other advisers about their particular facts and circumstances.

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