IRA Series: IRA & HSA Update: The Latest Changes & Issues
January 27, 2025
Live Webinar
DateJan 27, 2025Duration90 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
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
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.
Presented By
Convergent Retirement Plan Solutions, LLC
This Webinar Appears In
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
