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.
ABOUT THE PRESENTER – Frank J. LaLoggia, LaLoggia Consulting, Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., 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 Universities Center for Continuing Education and The National Retirement Plans Training Conference.
This important program will provide 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.
This webinar is being hosted through a national webinar provider. Wisconsin state law will not be addressed.
Tuesday, January 24, 2017 2:00 PM - 3:30 PMCentral Time
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