What can change in a year? Think 2020! And then consider its impact on 2021. The SECURE Act’s wide reach profoundly affected IRA owners, custodians, and trustees. This webinar will address the ramifications of the SECURE Act, provide the latest IRS guidance and contribution levels, and identify the most common reporting errors. Join us to gain the information needed to make informed decisions about IRAs and HSAs.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand the far-reaching effects of the SECURE Act on IRA owners, trustees, and custodians
- Identify 2020 and 2021 traditional IRA, Roth IRA, and HSA contribution limits
- Review recent IRS guidance on handling and reporting IRA contributions and distributions
- Examine HSA trustee or custodian responsibilities regarding accepting and reporting HSA contributions
- Discuss handling HSA beneficiary designations and death distributions
Passage of the SECURE Act has had a profound impact on IRA rules and programs. As the 2021 tax year begins, it is important to learn what is new and important in the world of IRA and HSA plans. Do you interact directly with IRA and HSA owners, have supervisory, managerial, government reporting, or decision-making responsibilities? Cut through the haze of confusion with insights and analysis from an IRA expert. You’ll learn the many implications of what is new and important in 2021 and beyond.
WHO SHOULD ATTEND?
This very timely webinar will benefit individuals who interact with IRA and HSA owners, or who have IRA or HSA operational, compliance, or decision-making authority. Individuals with insurance or securities licenses will also benefit.
- Employee training log
- Interactive quiz
SPEAKER: Frank 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.