Beneficiary Payouts & Processes

March 3, 2026

Frontline & New Accounts IRA & HSA Operations Deposit Account Compliance

Live Webinar

DateMar 3, 2026Duration90 minutes

08:00 AM PST09:00 AM MST

10:00 AM CST11:00 AM EST

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

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Inherited IRA rules have undergone layer upon layer of adjustments over the last several years.

These evolving requirements affect everything from estate planning and wills to day-to-day IRA administration. This focused session will zero in on what matters most: critical information you must gather, must-ask questions that guide compliance, and practical steps that help your clients and institution navigate this ever-shifting landscape.

KEY WEBINAR TAKEAWAYS

Information required for capturing turnkey beneficiary designations
Best practices for maintaining complete and up-to-date beneficiary information
How to research and drill down options given specific beneficiary scenarios
Processes for spot-checking payments generated through your system for compliance with the final RMD regulations

This webinar is part of the 2026 IRA Series

BONUS MATERIALS

Link to the 2026 instructions for Forms 1099-R and 5498
Job aid: updated IRA beneficiary (and successor beneficiary) requirements

WEBINAR DETAILS

Since 2020, there has been change after change to the rules IRA beneficiaries must follow when they inherit IRA assets. These changes affect beneficiary planning in meaningful ways and will prompt IRA owners to revisit their estate plans, wills, and trusts as they become more and more familiar with the impact of the new rules. Further, the rule changes can drastically change the way IRA administrators manage IRA owner and inherited IRA owner processes and client service strategies. Let us help you distill it down to key information you must gather, and the key questions you must ask, in order to assist your beneficiaries at this critical fork-in-the-road.

WHO SHOULD ATTEND?

Front-line member service staff who open IRAs and capture IRA owners’ beneficiary designations
Compliance staff to whom beneficiary questions are triaged
Legal staff reviewing trusts and wills and fielding non-traditional beneficiary requests
Back-office personnel charged with tracking down beneficiaries to position accounts for accurate year-end statements and reports
IRA managers and supervisors

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.