The NQR Blog contains recaps of the industry news most valuable to our clients. Click on the archives below to read articles and summaries pertaining to regulatory changes, industry trends and events, and any updates on NQR service offerings.
NQR is excited to announce the detailed agenda for our first ever Intermediary INSIGHT Client Conference. The one-day event, held on April 26, 2018 at the Seaport Hotel in Boston, will provide attendees with an opportunity to gain valuable perspective from industry experts as well as to share their experiences with peers. Conference Highlights: …
Retirees who turned 70 ½ in 2017 must take their first Required Minimum Distribution from their IRA or their employer-sponsored retirement plan no later than April 1, 2018. Account owners of Traditional IRAs, SEPs, and SIMPLE IRAs must take their first Required Minimum Distribution no later than April 1 of the calendar year …
To assist in call center and operations units, we have prepared a chart that summarizes and codifies the primary issues that your staff will likely encounter and have to respond to during tax season.
NQR is proud to present the services that assist in our clients' compliance and oversight operations. Click on any of the events below to register for a free NQR presentation or find details on an event NQR is attending.
NQR’s first ever Intermediary INSIGHT Client Conference, held at the Seaport Hotel in Boston, will provide attendees with an opportunity to gain valuable perspective from industry experts as well as to share their experiences with peers. Click here for more details and the conference agenda.
Register for a 30-minute presentation of our industry-leading Intermediary INSIGHT service. This personalized webinar will cover the NQR expertise behind our SOC 1 and FICCA document review in addition to a brief overview of our online reporting. An NQR representative will contact you shortly after the registration is received.