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After a couple of fairly quiet years, new Department of Labor (DOL) regulations are now affecting IRA, HSA, and ESA accounts. There is also new IRA guidance from the IRS and extensive proposed HSA legislation.
As a new year begins, it is important to know and understand the regulatory changes and important issues that have a direct impact on IRA and HSA programs and accountholders. This webinar will explain the dramatic impact the new DOL fiduciary regulations will have on many retail IRA and HSA programs. Staff who deal directly with IRA and HSA accountholders and those with managerial/decision-making responsibilities will learn the implications and critical considerations regarding the fast-approaching new IRA and HSA fiduciary rules starting April 10, 2017.
HIGHLIGHTS
Implications of the DOL’s fiduciary regulations on IRA and HSA programs
New 60-day IRA rollover guidance, including 11 reasons for an automatic extension of the 60-day IRA rollover rule
New rollover rule that increases portability between Traditional IRAs, employer plans, and SIMPLE IRAs
Far-reaching effects of proposed HSA legislation
The "final" word and many misconceptions regarding IRA qualified charitable distributions
2016 and 2017 IRA and HSA contribution limitations
Status of extensive new IRA regulations which the IRS has indicated are coming "soon"
TAKE-AWAY TOOLKIT
Employee training log
Quiz you can administer to measure staff learning and a separate answer key
DON’T MISS THIS RELATED WEBINAR!
Traditional & Roth IRA Plan Establishment & Required Amendments on Thursday, June 15, 2017
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND? Staff who have direct customer contact, operational, compliance, or decision-making authority with the information needed to make informed decisions about IRAs and HSAs. The session will also provide timely and important information for anyone who holds insurance or securities licenses.
ABOUT THE PRESENTER – Frank J. LaLoggia, President of LaLoggia Consulting, Inc., 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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