As one year ends and another begins, it means one thing for those working at financial institutions – the start of another IRA season. It is important to keep up to date on any new regulatory, plan document, and contribution-limit changes that occurred in 2012 and 2013. This program is designed for experienced individuals who deal with IRA and HSA accounts, whether face-to-face with members, behind the scenes in the IRA support department, or in a management capacity. This lively session will ensure you are current on important issues in the world of IRA and HSA accounts today.
• Amending IRA Plan Documents and Disclosure Statements
• Tax benefits of Traditional & Roth IRAs and HSAs, now and in the future
• Traditional and Roth IRA and HSA contribution and deduction limits
o 2012 & 2013 contribution and deduction limits
o Determining eligibility for IRA and HSA deductions
• Important IRA and HSA portability considerations
o Participant and beneficiary rollovers from employer retirement plans to IRA accounts
o Qualified HSA funding distributions
WHO SHOULD ATTEND?
This informative session will be useful to staff responsible for handling IRAs or HSAs, especially for those who deal directly with members or who have operational or compliance responsibilities. This session is a must for individuals who need to keep up to date on the 2012 and 2013 IRA or HSA rules or want a refresher on important rules and issues effecting IRA and HSA accounts.
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. 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.
PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.
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** AND FREE CD ROM*
Can't attend the live webinar? The ON-DEMAND WEB LINK** 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 1 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. But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.
NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM
TIME: 3:00 p.m. - 4:30 p.m.
To register and pay by check, email firstname.lastname@example.org and your credit union will be invoiced. To register and pay online, click here.