2023 IRA Workshops
Wednesday, September 20, 2023, 9:00am
Thursday, September 21, 2023, 4:00pm
Retirement savings is no joke, and neither is our IRA Workshop. This informative session will provide you with everything you need to help guide your members through their retirement savings journey.
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. No previous IRA knowledge is assumed. Attendees should bring a hand-held calculator.
Advanced IRAs builds on the attendees' basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. Previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
Introduction and Establishing IRAs
Amending IRA Documents
Identify recent amendment guidance
Define plan agreement and disclosure statement amendment procedures
Describe a universal or "catch-all" amendment
List the amendment need for mergers, acquisitions, and forms provider changes
Required Minimum Distributions
Calculate a required minimum distribution (RMD)
Discuss the RMD rules
Explain the RMD reporting requirements
Describe beneficiary distribution options when an IRA owner dies on or after January 1, 2020
Recognize the differences for the various beneficiary types
IRA Legal Issues
Recognize power of attorney (POA) issues
Understand the roles of a guardian/conservator for transactions
Identify and resolve abandoned property issues
IRA Withholding Requirements and Using the New Withholding Forms
List the possible penalties for failing to withhold
Explain the withholding notice and election requirements
Discuss how withholding is reported and transmitted to the IRS
Describe foreign withholding requirements
*Subject to change*
|Wednesday, September 20, 2023|
|8:30am - 9:00am||Registration/Breakfast|
|9:00am - 12:00pm||IRA Essentials|
|12:00pm - 1:00pm||Lunch|
|1:00pm - 4:00pm||IRA Essentials Continues|
|Thursday, September 21, 2023|
|8:30am - 9:00am||Breakfast|
|9:00am - 12:00pm||Advanced IRAs|
|12:00pm - 1:00pm||Lunch|
|1:00pm - 4:00pm||Advanced IRAs Continues|
Location & Lodging:
New York Credit Union Association
4 Tower Place, 5th Floor
Albany, NY 12203
- Credit Unions Up to $50 Million in Assets
- Full Conference Registrant - $275
- Single Day Registrant - $139
- Credit Unions Over $50 Million in Assets
- Full Conference Registrant - $549
- Single Day Registrant - $275
The New York Credit Union Foundation is proud to support New York credit unions with up to $50 million in assets by underwriting this special rate on Association events. To learn more about the Foundation and its programs, click here.
Registration Deadline: September 15, 2023
Frank J. LaLoggia, LaLoggia Consulting, Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., a pension consulting firm that assists financial organizations with ongoing support in the creating, development, and marketing of their retirement plans offerings.
Frank coordinates and conducts pension seminars and training programs throughout the United States, including in-house IRA, HSA and employer retirement plan training. With over 39 years' experience in employee benefits his client list is impressive. 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.
Thank you to our sponsor!
A refund of the amount paid, less an $110 administrative fee per registrant, will be given for all cancellations submitted via email to firstname.lastname@example.org ten or more business days prior to the start of the session. No refunds will be granted if the cancellation is received after that time frame. Substitutes will be accepted any time prior to the start of the program at no additional cost. Simply email email@example.com, listing the new participant and who they will be replacing.