Events Calendar

Webinar: Establishing & Amending Traditional & Roth IRAs, Including Secure Act Impact
Tuesday, April 14, 2020, 03:00pm - 04:30pm

What is required to establish an IRA plan? How are they amended? What is affected by the Secure Act? What’s new for 2020? Join us to learn all this and more.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand rules for amending IRA agreements and disclosure statements due to the Secure Act
  • Identify the documents required to properly establish an IRA plan
  • Examine the important considerations surrounding beneficiary designations
    • Differences between primary and contingent beneficiaries
  • Discuss traditional and Roth IRA eligibility requirements, including the 2020 changes
  • Apply IRA regular, spousal, and catch-up contribution limits
  • Meet required deadlines for regular IRA contributions
  • Analyze when to accept prior year contributions

WEBINAR DETAILS

This informative session has something for everyone. Whether relatively new to IRAs or a seasoned veteran, you’ll get valuable information regarding IRA plan establishment, required amendments, and eligibility. Join us for a lively review of current traditional and Roth IRA contribution limits and deadlines and explore the differing responsibilities of financial institutions and IRA owners. The new implications of the Secure Act will also be covered.

WHO SHOULD ATTEND?

This session will provide timely guidance to individuals who have IRA operational, compliance, or reporting responsibilities and those who deal face-to-face with IRA owners. This session will also provide managers, registered representatives, and licensed insurance representatives with a solid understanding and appreciation of the current rules and responsibilities that come with establishing, amending, and accepting contributions for IRA plans.

TAKE-AWAY TOOLKIT

  • Employee training log
  • Interactive quiz

SPEAKER:  Frank J. LaLoggia, LaLoggia Consulting, Inc.

Frank LaLoggia is the President of LaLoggia Consulting, Inc., Rochester, New York, a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings.

Frank coordinates and conducts retirement plan seminars and training programs throughout the United States, including in-house IRA, HSA and employer retirement plan training sessions. With over 39 years’ experience in employee benefits, he has assisted many leading financial organizations in the pension and financial services industries. Frank has achieved the designation of Deferred Compensation Specialist through Northeastern University's Center for Continuing Education and The National Retirement Plans Training Conference.