IRA & HSA 2019 Update,
Including Tax Reform Considerations 

Webinar OR Recorded Webinar + Free Digital Download

Thursday, January 17, 2019 

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

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.

HIGHLIGHTS

• 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

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

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 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.

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 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.

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 terminalYou 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