IRA and HSA 2019 Update Including Tax Reform Considerations

Date: 
Jan 17, 2019
Program Overview: 

PDF Brochure   Thursday, January 17, 2019       3:00 - 4:30 pm

Rule changes have arrived.  Are more on the way?  Attend this webinar for a timely overview of important rule changes affecting IRA and HSA plans. Understand the impact of recent tax reform legislation on IRA plans, including the Tax Cut and Jobs Act of 2017 and the Budget Bipartisan Act of 2018.  Whether you work directly with IRA and HSA owners or your role includes operational, reporting, or managerial responsibilities, this session will provide practical insights into the latest IRA and HSA issues.

 

 

Topics: 
  • Traditional IRA, Roth IRA, SEP-IRA, SIMPLE-IRA, and HSA contribution limitations, including COLA calculation changes
  • Recent regulatory guidance and proposed legislation, including any late-breaking news
  • The latest information on recharacterizations, the 10% premature                 distribution penalty tax, rollover treatment of erroneous IRS levies,   taxable alimony, handling federally declared disaster area distributions and rollovers, and much more
  • HSA rules rarely discussed:
    • Handling mistaken HSA owner distributions
    • Dealing with mistaken employer HSA contributions 
    • Less common qualified medical expenses 

Take-Away Toolkit

  • Employee training log
  • Quiz to measure staff learning and a separate answer key

 

Speaker: 

Frank LaLoggia is the President of LaLoggia Consulting, Inc., Rochester, New York, a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings. 

Frank coordinates and conducts retirement plan seminars and training programs throughout the United States, including in-house IRA, HSA and employer retirement plan training sessions.  With over 38 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.

 

Agenda: 

WHO SHOULD ATTEND
This session is designed for individuals who deal with IRAs or HSAs, whether on the frontline, behind the scenes in the IRA/HSA operations area, or in a supervisory or management capacity.  Licensed insurance and registered representatives will also benefit.  Join us to gain a greater appreciation and understanding of what is important and relevant in the world of IRAs and HSAs in 2019 and beyond.

 

 

 

 

 

 

 

 

 

 

Fees: 

MEMBER

Live Webinar
    $255.00 Single Location
    $150.00 Each Additional Location

Recorded Webinar & Free Digital Download
    $255.00

Premiere Package (Live & Recorded Webinar with Free Digital Download)
    $375.00

NON-MEMBER

Live Webinar
    $510.00
    $300.00 Each Additional Location

Recorded Webinar & Free Digital Download 
    $510.00

Premiere Package (Live & Recorded Webinar with Free Digital Download)
    $750.00

Additional Information: 

DON’T MISS THESE RELATED WEBINARS! 

IRA Series: Handling IRA Required Minimum Distributions & Roth Distributions

on Tuesday, June 11, 2019

&

IRA Series: Processing IRA Rollovers & Transfers

on Tuesday, July 9, 2019

 

Association Contact: 

If you have any questions or need additional information, please contact Marcy Borden at 317-387-9380 or mborden@indianabankers.org

Cancellation Policy: 

Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. If your bank is unable to participate after registering, you can select to purchase the on-demand presentation.

Webinar 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 & pass code that will allow entrance to the seminar. 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.  Recorded Webinar & Free Digital Download
Can’t attend the live webinar?  The recorded webinar & Free Digital web link is a recording of the live event, including audio, visuals, & handouts. We even provide the presenter’s email address so you may ask follow-up questions.  Approximately one week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.  

LIMITED AVAILABILITY:  The Recorded Webinar & Free Digital Download web link may ONLY be ordered for 6 months following the webinar.

3.  Both Live Webinar & Recorded Webinar & Free Digital Download
Includes options 1 and 2 above

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