The registration period is from Sep 24, 2020 12:00 to May 10, 2021 12:00
Year-End IRA Actions: Notifications, Reporting & Monitoring, Including SECURE Act & COVID Rule Changes - Details
Registration for this event is open from: Sep 24, 2020 12:00 to May 10, 2021 12:00

Where: Webinar, Recorded, Both Live/Recorded

Date: Nov 10, 2020

 
Add to calendar /education-events/event/1317/Year-End-IRA-Actions--Notifications--Reporting-&-Monitoring--Including-SECURE-Act-&-COVID-Rule-Changes?Itemid114= 2020-11-10 14:00:00 2020-11-10 15:30:00 0 Year-End IRA Actions: Notifications, Reporting & Monitoring, Including SECURE Act & COVID Rule Chang Year-End IRA Actions: Notifications, Reporting & Monitoring, Including SECURE Act & COVID Rule Changes (9... - US - YYYY/MM/DD

Event description:

Year-End IRA Actions:
Notifications, Reporting & Monitoring,
Including SECURE Act & COVID Rule Changes

(90-minute webinar – recording also available)

Tuesday, November 10, 2020

12:00 PM Pacific       1:00 PM Mountain

2:00 PM Central       3:00 PM Eastern

This year-end cycle will be like none other.  Changes due to COVID-19 and the SECURE Act require attention to new compliance issues.  Join us to learn the changes and get the most-current guidance to ensure accurate year-end monitoring, reporting, and notifications. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Complete 1099-R and 5498 forms and comply with annual deadlines and recent reporting guidance
  • Understand required IRA owner statements and notices, including account, fair market value, and required minimum distribution statements and notices
  • Feel more confident interacting with IRA owners
  • Discuss the latest and any late-breaking guidance resulting from recent legislation
  • Avoid penalties for missing year-end reporting and notice deadlines

WEBINAR DETAILS

Do you understand the many responsibilities incumbent with handling and administering traditional and Roth IRA accounts?  Presented in an easy-to-understand format, this session will ensure you are up to date on year-end reporting, participant notifications, and other compliance responsibilities.  It will include the latest regulatory guidance from the SECURE and CARES Acts.  Whether you have operational, managerial, or consumer contact, this informative session will increase your awareness of the responsibilities and choices you have as an IRA Trustee or Custodian. 

WHO SHOULD ATTEND?

This session will provide important, practical information for staff with IRA operational, compliance, or reporting responsibilities.  It will provide supervisors and management with a solid understanding and appreciation of traditional and Roth IRA reporting, statement, and notice requirements.  Licensed insurance representatives and registered representatives will also gain valuable retirement plan knowledge.

TAKE-AWAY TOOLKIT

  • Employee training log
  • Interactive quiz 

DON’T MISS THESE RELATED WEBINARS!

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Including SECURE & CARES Act Implications

on Thursday, August 6, 2020

Advanced IRA Beneficiary Issues: Death Distributions, Trusts & Successors, Including SECURE & CARES Act Implications

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Top IRA SECURE Act & COVID Rule Changes for 2020 Tax Year

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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.

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! Full registration descriptions can be found here.

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.

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