Looking for additional webinars? Plan ahead and view the 2016 Webinar Schedule.
WEBINAR OR ON-DEMAND WEB LINK
Tuesday, November 29, 2016
1:00 p.m. - 2:30 p.m. (AZ/CO/WY)
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.
*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
*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 Wednesday, August 31, 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?
This session will provide current information to member 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.
Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
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.
THREE REGISTRATION OPTIONS
1. LIVE WEBINAR
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
2. ON-DEMAND WEB LINK
(Beginning January 1, 2016, CDs replaced with digital download*)
Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately two days prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date. The archived webinar may ONLY be ordered for 6 months following the webinar. It will not be available after this time.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK
** Includes options 1 and 2 above.
*All materials are subject to copyright and intended for your financial institution’s use only.
Tuesday, November 29, 2016 1:00 PM - 2:30 PMMountain Standard Time
At Your Desk!602-264-6701 ext 2238
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