This is a 90-minute webinar.
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET
Hot IRA issues abound. This dynamic webinar will address the most misunderstood IRS rules and recent updates, including the SECURE Act. Scenarios and examples will provide clarity and guidance. And IRA training just doesn’t get any better than learning best practices from IRA expert, Frank LaLoggia. Won’t you join us?
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Review the deadlines for updating IRA plan agreements and disclosure statements
- Identify the most misunderstood rules under the SECURE Act
- Discover how to handle various scenarios surrounding IRS levies, including when IRA accounts are exempt from IRS levy notices
- Understand the difference between a distribution versus a transfer incident to divorce
- Recognize the protection afforded to IRA accounts in bankruptcy versus general creditor scenarios
This lively session will bring you up to date on many consequential issues facing IRA owners, trustees, and custodians. Current information, interpretations, and best practices will be addressed in this practical, easy-to-understand session. Do you know the difference between a transfer versus a distribution due to divorce? When are IRA plan agreements and disclosure statements required to be updated for SECURE Act changes? Join this informative session to explore many current and important IRA rules and turn confusion into confidence when dealing with common, but often misunderstood, IRA scenarios.
Attendance certificate provided to self-report CE credits.
WHO SHOULD ATTEND?
This session will provide timely guidance for staff with IRA operational, compliance, or reporting responsibilities and who work with IRA owners face-to-face. It will also provide managers, registered representatives, and licensed insurance representatives with important, practical compliance-related information.
- Employee training log
- Interactive quiz
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NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.