Webinar: IRA Series: IRA & HSA Update: The Latest Changes & Issues
January 27, 2025 3:00 pm - 4:30 pm
New year? New changes! Are you aware of the IRA and HSA revisions that 2025 will usher in?
Do you know when the new rules will apply versus what has stayed the same? Where should your focus be? What are the compliance deadlines for the updated rules and requirements? Don’t miss this important update!
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand the primary implications of the final RMD regulations on IRA beneficiaries
- Recognize the provisions included in the final RMD regulations that deviate from the proposed RMD regulations and the “old” rules
- Describe the new fork-in-the-road decisions regarding the services you will or will not offer IRA owners
- Explain the impact of disaster relief on IRA and HSA owners and their various account transactions
- Identify gaps in your organization’s staff awareness, policies, and procedures and understand required training
- Adhere to the due dates for complying with the updated rules and requirements
WEBINAR DETAILS
The IRA rules are always changing, but it's been some time since the industry has had to adapt to so many changes, so quickly, for so many aspects of IRA servicing and administration. It’s harder than ever to differentiate the current rules from legacy rules, and what applies when. This session will wade through the latest and most imminent issues IRA and HSA providers face and prioritize your focus to help keep you compliant and sane. It will work through the amazing savings potential of HSAs, but also address the very real challenges these accounts present. In addition, there’ll be time to address your pressing questions.
WHO SHOULD ATTEND?
This informative session is designed for frontline staff who field IRA and HSA questions. It will also benefit compliance and supervisory/management staff and those who draft your organization’s policies and procedures.
TAKE-AWAY TOOLKIT
- IRA beneficiary (and successor beneficiary) requirements job aid
- IRS Publication 969
- Links to updated disaster relief information
- Copies of related pronouncements (just-in-time updates)
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Speaker: Loni Porta
Loni Porta is the director of education at Convergent Retirement Plan Solutions and has been with the company since 2004. An industry leader in IRA, HSA, and retirement plan education, Loni plans, budgets for, and builds training and education products and solutions for financial organizations nationwide. An avid student of learning styles and adult learning principles, Loni incorporates her skills into Convergent’s training and education products and services.
She attended North Dakota State University in Fargo, ND, and came to Convergent after her tenure at Universal Pensions, Inc. (UPI), a nationally recognized retirement consulting and training firm in Minnesota. While at UPI, Loni helped design the industry’s first IRA-specific designation program (the American Bankers Association's Certified IRA Services Professional (CISP) program) and NAFCU’s Certified IRA Professional program.