IRA Required Statements & Reports

October 27, 2026

Compliance IRA & HSA

Live Webinar

DateOct 27, 2026Duration90 minutes

08:00 AM PDT09:00 AM MDT

10:00 AM CDT11:00 AM EDT

Unlimited connections for your institution
Available on desktop, mobile & tablet
Take-away toolkit
Presenter’s contact info for questions

On-Demand Webinar

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Keep your IRA reporting accurate, timely, and compliant.

Learn the required statements and reports that protect your institution and support accountholder confidence. This webinar will provide IRA professionals with the knowledge to accurately complete required IRA statements and IRS reporting, strengthen compliance, and identify opportunities to improve internal reporting processes.

KEY WEBINAR TAKEAWAYS

Requirements of and descriptions for primary IRA-related IRS and IRA owner reports and statements
Deadlines for providing the required IRA owner statements
Deadlines for providing the required IRS reports
Source guidance for each statement and report requirement

BONUS MATERIALS

Job aid: IRA Reporting
Job aid: Fielding Form 5498 Questions
Link to IRS Instructions for Forms 1099-R and 5498 (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.)
Link to IRS General Instructions for Certain Information Returns

WEBINAR DETAILS

IRA balances and transactions need to be communicated, and IRA trustees and custodians play a big part in the communication cycle. Trustees and custodians are required to report contributions, distributions, fair market values, required distributions, and more, to IRA owners and/or the IRS. In this webinar, we'll go through the required IRA statements and reports enabling you to audit, and update, if necessary, your processes to ensure you're in compliance with the requirements.

WHO SHOULD ATTEND?

Frontline managers
Compliance staff
Accountholder service representatives

TAKE-AWAY TOOLKIT

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

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.