IRA Series: IRA & HSA Update: The Latest Changes & Issues

Frontline & New Accounts IRA & HSA Operations Deposit Account Compliance

On-Demand Webinar

StreamedJan 27, 2025Duration90 minutes

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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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

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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.