IRA Overview: Traditional & Roth IRA & SEP Plans
Webinar OR Recorded Webinar + Free Digital Download
Thursday, March 15, 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
Whether IRAs are new to you, or you want a good refresher on traditional and Roth IRA rules, this is a must-attend session. From plan establishment, eligibility, and contribution rules, to basic beneficiary, distribution, and portability rules, this program will explore the important concepts that have the greatest impact on your IRA accountholders. You will learn about Simplified Employee Pension (SEP) plans and how easily SEP contributions can be made directly into existing traditional IRAs. This webinar will also address many important compliance considerations, including your responsibilities as the financial institution sponsoring the IRA plan versus the IRA holders’ responsibilities.
- Requirements to properly establish an IRA plan
- IRA eligibility and contribution rules
- Differences between IRA rollover and IRA transfer rules
- Analyze basic beneficiary rules and choices for traditional and Roth IRAs
- Fundamental concepts of SEP plans
- Financial institution responsibilities vs. IRA owner responsibilities
- TAKE-AWAY TOOLKIT
- 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 will provide important information for staff who deal with IRA or small business owners. It is also designed for individuals with IRA operational, supervisory, or managerial responsibilities. Licensed insurance and registered representatives will benefit from this lively, well-paced program, too.
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.
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