2018 IRA & HSA Update & Hot Topics
Webinar OR Recorded Webinar + Free Digital Download
Wednesday, January 17, 2018
12:00 pm – 1:30 pm Pacific
1:00 pm – 2:30 pm Mountain
2:00 pm – 3:30 pm Central
3:00 pm – 4:30 pm Eastern
As a new year begins, the start of another IRA and HSA season is upon us. Get prepared early with a timely overview of the new rules, regulations, plan documents, and contribution limits taking effect in 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.
- Traditional IRA, Roth IRA, and HSA contribution limitations and eligibility
- Late-breaking news, proposed legislation, and the potential effects on IRA and HSA accounts, including the status and implications of tax-reform legislation
- Hottest IRA and HSA topics: the most common questions asked in 2017
- Safe harbor rules for de minimis reporting errors
- Responsibilities of the IRA custodian vs. the IRA owner when self-certifying for an extension of the 60-day rollover period
- Areas of IRS Priority Guidance that will impact IRA and HSA accounts in the near future
- Employee training log
- Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
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 support department, 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 2018 and beyond.
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
Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
1. LIVE WEBINAR
The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that allows entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed 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? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.
The recorded webinar may ONLY be ordered for 6 months following the live webinar. In addition, the download must be completed within 6 months of the live webinar date.
3. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD
Options 1 and 2 described above.
AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE