Event Calendar

Tuesday, July 27, 2021

IRA Beneficiary Designations, Death Distributions & Required Minimum Distributions Webinar

Date(s): July 27, 2021

Time: 1:00 PM  MST - 2:30 PM  MST

IRA Beneficiary Designations, Death Distributions & Required Minimum Distributions Webinar
Tuesday, July 27, 2021, 1:00 – 2:30 pm
Live | Recorded Webinar + Free Digital Download | Both
 
Can you dish the details on IRA distribution options and beneficiary designations? These can be prickly, complicated issues! This session will provide the latest information, guidance, and reference tools necessary to confidently explain IRA complexities to owners and beneficiaries so they can make informed decisions. Managing IRA beneficiary designations and explaining allowable distribution options to IRA beneficiaries may be the most complex area of administering an IRA program. Handling traditional IRA required minimum distributions (RMDs) isn’t far behind. This timely session will address beneficiary designations and RMDs, including recent rule changes and implications as a result of the SECURE Act, which significantly altered the rules surrounding required death distributions and required minimum distributions. If you interact with owners, have IRA operational, reporting, or managerial responsibilities, this session will provide a solid understanding of current rules and important considerations.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand the fundamentals of the new beneficiary distribution rules under the SECURE Act
  • Examine proper documentation of beneficiary designations
  • Determine allowable beneficiary distribution options
  • Identify responsibilities versus best practices when handling required minimum distributions
  • Know IRS and IRA owner RMD reporting requirements
  • Discuss common terminology, including required beginning date, aggregation of plans, and excess accumulations
TAKE-AWAY TOOLKIT
  • Sample quick reference beneficiary options chart
  • Employee training log
  • Interactive quiz
 
WHO SHOULD ATTEND?
This program will provide the latest information and guidance to staff who have IRA operational or compliance responsibilities and those who interact with IRA owners or beneficiaries.  In addition, management and staff who hold insurance and securities licenses will gain an in-depth understanding of the latest requirements for handling beneficiary and RMD inquiries. 
 
DON’T MISS THESE RELATED WEBINARS!
Hot IRA Issues: Divorce, IRS Levies, Creditor Claims & Misunderstood Rules, recording available
Top 10 IRA Rollover Mistakes, Wednesday, October 20, 2021
IRA Overview: Traditional, Roth & SEP Plans, Tuesday, November 30, 2021
 
MEET THE PRESENTER
Frank J. LaLoggia, LaLoggia Consulting, Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., Rochester, New York, a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings. Frank coordinates and conducts retirement plan seminars and training programs throughout the United States, including in-house IRA, HSA and employer retirement plan training sessions. With over 39 years’ experience in employee benefits, he has assisted many leading financial organizations in the pension and financial services industries. Frank has achieved the designation of Deferred Compensation Specialist through Northeastern University’s Center for Continuing Education and The National Retirement Plans Training Conference.




THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes
  • Unlimited connections within your institution to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up
 2. Recorded Webinar Includes
  • Recording of the Live Webinar
  • Available two business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up
3. Purchase the BOTH Option to receive all the benefits listed above!

CLEAR - Locate, Identify, and Connect Virtual Learning Opportunity

Date(s): July 27, 2021

Time: 3:00 PM  MST - 4:00 PM  MST

Independent Bankers of Colorado is pleased to partner with Thomson Reuters to present this complimentary:
 
CLEAR - Locate, Identify, and Connect the Facts You Need! Learning Opportunity

Make plan to join us either Tuesday, July 27, 3:00 p.m. or Thursday, August 12, 10:00 a.m. for this live-virtual information session and demonstration.
  
CLEAR is powered by billions of data-points and leverages cutting-edge public records technology to bring all key content together in a customizable dashboard. Locate hard-to-find information and quickly identify potential concerns associated with people and businesses to determine if further analysis is needed. This user-friendly platform was designed with intuitive navigation and simple filtering parameters, so you can quickly search across thousands of data sets and get accurate results in less time. CLEAR is a public records technology that brings together a collection of public and proprietary records, sophisticated analytics, and other relevant information that offers solutions across the entire front and back-end workflows. Discover more about:
 
Clear Suite of Solutions
  • Real-time data
  • Customizable design
  • Flexible access methods
  • Minimize workloads and increase efficiency
  • Data coverage
  • Public and proprietary data – People, assets, adverse, business
Risk Mitigation Suite
  • Financial and Reputational Risk – ID verification, due diligence, KYC/KYB/KYV investigations & more
  • Employee Risk and Safety – Investigations and continuous employee monitoring
  • Operational Risk – Compliance training and regulation change management
This informative learning session will be presented via Microsoft Teams.




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