2020 IRA & HSA Update,
Including Pending & Breaking Legislation

(90-minute webinar – recording also available)

 Wednesday, January 22, 2020

12:00 PM Pacific          1:00 PM Mountain

2:00 PM Central           3:00 PM Eastern

The Secure Act has passed, with many provisions effective January 1, 2020.
Join us for a lively discussion of current IRA and HSA issues, including review
and analysis of comprehensive changes affecting IRA owners, trustees, and
custodians.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Comprehend the far-reaching effects of the Secure Act, including
o    The new delayed age from age 70 ½ to age 72 for RMDs
o    The ability to contribute to a traditional IRA at any age
o    The requirement for more rapid payouts to nonspouse beneficiaries
• Review recent IRA reporting guidance, including
o    How to report and apply the federal income tax withholding rules when
escheating IRA assets
o    Reporting and processing IRA-qualified charitable distributions
• Examine the responsibilities of handling and reporting self-certified late rollover contributions
• Distinguish 2019 and 2020 traditional IRA, Roth IRA, and HSA contribution limits
• Determine when married individuals may “double up” on age 55 HSA catch-up
contributions
• Understand the employer’s versus the financial organization’s responsibilities when making and accepting HSA contributions
o    Recouping erroneous employer contributions
o    What happens when employees who are eligible for employer HSA
contributions do not establish an HSA?

WEBINAR DETAILS

The winds of change are in the air. Comprehensive retirement plan legislation has arrived. As a new year starts, it is important to understand how new legislation will dramatically impact your IRA program. Join us for a lively discussion of current issues and rule changes. If you interact with IRA and HSA owners, have supervisory, managerial, or decision-making responsibilities, you’ll learn about the many implications regarding what is new and important in 2020 and beyond.

WHO SHOULD ATTEND?

This timely webinar will provide frontline employees and new account representatives, as well as senior management with operational, compliance, or decision-making authority with important information needed to make informed decisions about IRA and HSA plans and programs. It will also benefit individuals who hold insurance or securities licenses.

TAKE-AWAY TOOLKIT
• Employee training log
• Interactive quiz

DON’T MISS THESE RELATED WEBINARS!

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IRA Series: IRA Reporting, Common Issues & Error Resolution

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IRA Series: Processing IRA Rollovers & Transfers

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    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 38 years’ experience in employee benefits, and always in demand, his client list is impressive. 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 Universities Center for Continuing Education and The National Retirement Plans Training Conference.

Please note:  The live webinar option allows you to have one internet connection (from a single computer terminal).  You may have as many people as you like listen and watch from your office computer.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1. LIVE WEBINAR

The live webinar option allows you to have one internet connection from a single computer terminal.  You may have as many people as you like listen and watch from your office computer.  Registrants receive a website address and passcode that allows entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com. 

2. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

The recorded webinar may ONLY be ordered for 6 months following the live webinar.  In addition, the download must be completed within 6 months of the live webinar date. 

3. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE