Webinar: Webinar Series: 2023 IRA Series
Thursday, January 12, 2023
IRA SERIES
90-minute webinars – available live or on-demand
- IRA & HSA Update: Discover What's New & Changing
- IRA Beneficiary Designations & Distributions Part A: Proper Handling, Responsibilities & Compliance
- IRA Beneficiary Designations & Distributions Part B: Successor Beneficiaries & Deaths After January 1, 2020
- Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
- Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
- IRA Year-End Update: New & Important IRA Issues & Answers
Purchase webinars individually or save with the series, 6 webinars for the price of 5!
IRAs are an essential part of retirement planning for your accountholders, but they can be extremely complex. Knowing the rules and how they are applied is crucial to having a successful, compliant, and error-free IRA program at your institution. Our 2023 IRA Series has you covered with an annual update of what’s new and changing, guidance on beneficiary designations, and a comprehensive overview of traditional and Roth IRAs, including eligibility, contributions, rollovers, distributions, taxation, and more.
Included Webinars:
JAN 12, 2023
IRA & HSA Update: Discover What's New & Changing
As one year ends and another begins, the start of another IRA and HSA season is upon us. Be prepared by catching up on recent regulatory changes, clarifications, and interpretations. Learn about the significant impact that pending legislation will have on IRA owners and financial organizations. Whether your duties include dealing directly with IRA and HSA owners or involve operational, reporting, or managerial responsibilities, this session will provide practical insights into what’s new and important in the world of IRA and HSA plans.
MAR 2, 2023
IRA Beneficiary Designations & Distributions Part A: Proper Handling, Responsibilities & Compliance
Join this lively presentation regarding financial organizations’ responsibilities and considerations when handling IRA beneficiary designations and distributions. The SECURE Act has made beneficiary rules and distributions more complex and challenging. In Part A of this two-part session, you will learn about many important traditional and Roth IRA issues, including beneficiary election deadlines and certain reporting obligations. There will also be an overview of IRA beneficiary distribution options for deaths occurring prior to January 1, 2020. Part B will explore beneficiary options for deaths occurring on or after January 1, 2020, in greater detail.
MAR 30, 2023
IRA Beneficiary Designations & Distributions Part B: Successor Beneficiaries & Deaths After January 1, 2020
Join us as we expand on many of our Part A beneficiary consideration topics, including a detailed discussion of beneficiary options for deaths occurring on or after January 1, 2020, and a review of the complex and often confusing successor beneficiary options. This session will also include information on reporting requirements and an explanation of beneficiary separate accounting rules and implications. In addition, you’ll learn about the impact that recently issued IRS proposed regulations will have on IRA beneficiary distributions.
SEP 19, 2023
Traditional & Roth IRAs Part A: Eligibility, Contributions, Rollovers & Transfers
Whether you are new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. Join us to explore IRA plan eligibility, contribution, rollover, and transfer rules, and learn how they impact IRA owners as well as financial organizations.
OCT 4, 2023
Traditional & Roth IRAs Part B: Distributions, Taxation, Withholding & Penalties
Plan to attend and learn the rules and considerations surrounding IRA plan distributions, taxation, withholding, and penalties. This session will also review the traditional IRA required minimum distribution rules, implications, and responsibilities. It will serve as a great refresher for experienced IRA professionals and will provide an excellent training opportunity for those relatively new to the IRA arena.
NOV 28, 2023
IRA Year-End Update: New & Important IRA Issues & Answers
This webinar will bring you up to date on the most important issues facing traditional and Roth IRA owners and financial organizations today. It will identify and address key areas of IRA reporting and administrative noncompliance, as well as the current status of any late-breaking and pending legislation issues and their potential impact on IRA owners and programs.
Presenter: Frank 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 creation, 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 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.