Email to Order the Recording + Free Digital Download
Join us for a lively presentation that will provide important, timely information to avoid the most common pitfalls associated with owning or administering IRA accounts. This webinar will review recurring areas of noncompliance and provide the information needed to stay on track. This session will benefit both new and experienced IRA professionals, in addition to others who want valuable knowledge on key IRA issues. After this session, you will know how to handle IRA situations that arise daily.
HIGHLIGHTS
Common mistakes and misunderstandings regarding IRA beneficiary distributions
IRA custodial requirements versus best practices
Avoiding costly mistakes when handling IRA rollovers
One big advantage of inherited (beneficiary) IRA rollovers from employer retirement plans
Responsibilities for calculating and reporting IRA required minimum distributions
Key areas of reporting and administrative noncompliance
The most often reported IRS Form 1099-R distribution code errors
Importance of understanding your IRA plan agreement default options – not all IRA documents are created equally
Review of IRA questions
TAKE-AWAY TOOLKIT
Reference charts with quick answers to frequently asked and difficult questions
Employee training log
Quiz you can administer to measure staff learning and a separate answer key
DON’T MISS THIS RELATED RECORDED WEBINAR!
IRA Conversions & Recharacterizations: Understanding Requirements & Avoiding Errors
Held Tuesday, August 30, 2016.
You can order a recording of the live webinar, with a free digital download.
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND? Customer service representatives and to individuals who have IRA operational, compliance, or reporting responsibilities. In addition, this session will also give management a solid understanding and appreciation of how to best handle many common and tricky issues to ensure a smooth IRA program.
ABOUT THE PRESENTER – Frank J. LaLoggia, LaLoggia Consulting, Inc., President, Rochester, New York, a pension and financial consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans and financial-services offerings. Nationally renowned, Frank coordinates and conducts pension and financial seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 35 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 University’s Center for Continuing Education and The National Retirement Plans Training Conference.
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