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.
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 session will provide current information to customer service representatives and to individuals who have IRA operational, compliance, or reporting responsibilities. 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.
This webinar is being hosted through a national webinar provider. Wisconsin state law will not be addressed.
Wednesday, November 30, 2016 2:00 PM - 3:30 PMCentral Time
Cvent Online Event Registration Software | Copyright © 2000-2017 Cvent, Inc. All rights reserved.