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Friday, October 16, 2020

Establishing & Amending Traditional & Roth IRAs Webinar Including Secure Act Impact

Start Date: 4/16/2020 1:00 PM MDT
End Date: 10/16/2020 2:30 PM MDT


Organization Name: Independent Bankers of Colorado

Contact:
Tara F. Hunter
Email: thunter@ibcbanks.org
Phone: (303) 832-2000

Establishing &  Amending Traditional & Roth IRAs Webinar Including Secure Act Impact
1:00 pm – 2:30 pm MT

Late-breaking news regarding how COVID-19-related changes affect IRA and HSA accounts is here.  You’ll also learn how the Secure Act is impacting IRAs. Get your questions answered about opening and amending IRAs and more. 
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Access late-breaking COVID-19 related rules:
    • Extended deadlines for making 2019 IRA and HSA contributions
    • 2020 required minimum distribution waiver
    • Penalty free IRA distributions up to $100,000 for certain individuals
    • Expansion of allowable qualified distribution HSA reasons
  • Understand rules for amending IRA agreements and disclosure statements due to the Secure Act
  • Identify the documents required to properly establish an IRA plan 
  • Examine the important considerations surrounding beneficiary designations
    • Differences between primary and contingent beneficiaries
  • Discuss traditional and Roth IRA eligibility requirements, including the 2020 changes
  • Apply IRA regular, spousal, and catch-up contribution limits
  • Meet required deadlines for regular IRA contributions
  • Analyze when to accept prior year contributions
 
WEBINAR DETAILS
This informative session has something for everyone.  Whether relatively new to IRAs or a seasoned veteran, you’ll get valuable information regarding IRA plan establishment, required amendments, and eligibility.  Join us for a lively review of current traditional and Roth IRA contribution limits and deadlines and explore the differing responsibilities of financial institutions and IRA owners.  This program will also address the new implications of the Secure Act and explore the latest COVID-19-related rule changes affecting IRA and HSA plans.
 
WHO SHOULD ATTEND?
This session will provide timely guidance to individuals who have IRA operational, compliance, or reporting responsibilities and those who deal face-to-face with IRA owners.  This session will also provide managers, registered representatives, and licensed insurance representatives with a solid understanding and appreciation of the current rules and responsibilities that come with establishing, amending, and accepting contributions for IRA plans.
 
TAKE-AWAY TOOLKIT
  • Employee training log
 
DON’T MISS THESE RELATED WEBINARS!
Fundamentals of IRA Beneficiary Designations & Distributions,
Including Secure Act Implications

Thursday, August 6, 2020
 
Advanced IRA Beneficiary Issues:
Death Distribution Calculations, Trusts, Successors & Secure Act Rules

Tuesday, August 25, 2020  

  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
  • One connection 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
  • Available 6 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!