The registration period is from Mar 4, 2020 12:00 to Oct 16, 2020 12:00
Establishing & Amending Traditional & Roth IRAs, Including Secure Act Impact - Details
Registration for this event is open from: Mar 4, 2020 12:00 to Oct 16, 2020 12:00

Where: Webinar, Recorded, Both Live/Recorded

Date: Apr 16, 2020

 
Add to calendar /education-events/event/1201/Establishing-&-Amending-Traditional-&-Roth-IRAs--Including-Secure-Act-Impact?Itemid114= 2020-04-16 14:00:00 2020-04-16 15:30:00 0 Establishing & Amending Traditional & Roth IRAs, Including Secure Act Impact Establishing & Amending Traditional & Roth IRAs (90-minute webinar – recording also available) ... - US - YYYY/MM/DD

Event description:

Establishing & Amending
Traditional & Roth IRAs

(90-minute webinar – recording also available)

Thursday, April 16, 2020

12:00 PM Pacific          1:00 PM Mountain

2:00 PM Central           3:00 PM Eastern

What is required to establish an IRA plan? How are they amended? What is affected by the Secure Act? What’s new for 2020? Join us to learn all this and more.  

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • 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. The new implications of the Secure Act will also be covered.

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
  • Interactive quiz

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Frank LaLoggia     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.

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. 

  1. 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. 

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

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

 

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