Most Popular Operations Content
What is a “repayment” to an IRA?
03/23/2023
Yes, there are certain situations like qualified reservists and disaster relief when an IRA can be repaid to the plan. ------------------------- Learn more about Deborah Crawford’s <a href=”https://www.bollearningconnect.com/ira0423”> IRA Operations Update 2023 </a> webinar.
Challenges of manual back-office workflows for payments
03/19/2023
What are some challenges of relying on manual back-office workflows?
How can I make Marketing follow compliance rules?
03/19/2023
Being in Compliance, I feel like I’m always at odds with the Marketing department. How can I get them to understand how important the rules are?
Small Business data reporting and the impact to your fair lending program
03/12/2023
Do you know how Section 1071 Small Data collection will affect your fair lending program?
We have not done any amendments, what do we do?
03/12/2023
What is the age of majority for an eligible beneficiary who is a minor?