Event Calendar

Tuesday, July 19, 2022

Advanced Beneficiary & RMD Considerations Webinar

Start Date: 7/19/2022 9:00 AM MDT
End Date: 7/19/2022 10:30 AM MDT

Event Website: https://financialedinc.com/advanced-beneficiary-rmd-considerations

Organization Name: Independent Bankers of Colorado

Maelynn Lewis
Email: mlewis@ibcbanks.org
Phone: (720) 607-7937

Managing IRA beneficiary designations and explaining allowable distribution options to IRA beneficiaries may be the most complex areas of administering IRA programs. This session will explain the trifecta of the beneficiary designation rules, the new SECURE Act distribution requirements, and the recently issued Proposed Required Minimum Distribution Regulations. This session will provide a timely, detailed discussion of the rules surrounding beneficiary designations, the new distribution requirements under the SECURE Act, and the recently issued Proposed Required Minimum Distribution Regulations. This session will provide the most up-to-date information needed to fully understand the impact of recent guidance when handling IRA required minimum distribution and beneficiary death distribution requests.

  • Analyze the new beneficiary payout options and RMD requirements under the SECURE Act and the proposed required minimum distribution regulations issued in February 2022, including:
    • The new annual distribution requirement for beneficiaries under the 10-year rule
    • The expanded definition of an “eligible designated beneficiary”
    • New RMD calculation rules for certain older “eligible designated beneficiaries”
    • The new deadline for a spouse beneficiary to treat an IRA as their own
    • Changes to IRA RMD aggregation rules
  • Determine which types of IRA beneficiaries have lost the “stretch IRA” option because of the SECURE Act
  • Review sample quick reference beneficiary distribution charts
  • Identify required responsibilities versus best practices when assisting IRA owners and beneficiaries with required distribution amounts and deadlines
  • Properly calculate IRA RMDs and beneficiary required death distributions
  • 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
This important webinar is well suited for all staff involved with IRA accounts, including service representatives, operations personnel, compliance staff, and administrative personnel. Management, trust department staff, and those licensed for insurance and securities will also benefit from this important session.
IRA & HSA: 2022's Hottest Issues & Answers, recording available
Traditional & Roth IRA Part 1: Eligibility, Contributions, Rollovers & Transfers, Tuesday, September 13, 2022
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.
Frank J. LaLoggia, LaLoggia Consulting, Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., 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 pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.

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. On-Demand 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! Full registration descriptions can be found here.