Wednesday, March 4 | 1:00 – 2:00 p.m.

This course is a must if you are new to IRAs to help build a foundation of the most common IRA transactions and rules. Learn the fundamentals of Traditional and Roth IRAs from contributions and distributions to portability— including the rules associated with rollovers between employer plans and IRAs.

Wednesday, March 11 | 1:00 – 2:00 p.m.

For the first time in about 20 years, due to the SECURE Act, the IRS is requiring all IRAs to be amended. The last time an amendment was required was in 2002, and possibly in 2007 and 2010 for financial organizations using prototype documents. Are you familiar with the amendment requirements and the process for amending your documents? To avoid IRS penalties, financial organizations must use the correct and properly amended IRA opening documents. This course provides information on how to properly establish Traditional and Roth IRAs and how to amend them.

Wednesday, March 18 | 1:00 – 2:00 p.m.

To prepare you for the often-hectic IRA contribution season, this course delivers necessary understanding of Traditional and Roth IRA contribution issues such as deadlines, limits, possible tax credits, certain extensions, and Traditional IRA deductibility rules.

Wednesday, March 25 | 1:00 – 2:00 p.m.

With IRA reporting requirements constantly changing, it is vital for your financial organization to stay up to date on the latest requirements. This course provides an in-depth review of key IRA reporting topics, including required minimum distribution statements, fair market value statements, account statements, and IRS Forms 1099-R and 5498. Our experts also review the electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.

Wednesday, April 1 | 1:00 – 2:00 p.m.

Learn all aspects of the Roth IRA, including features and benefits, and how the Roth IRA stands out from other retirement savings accounts. Leave this course with a more thorough understanding of the tax advantages, contribution eligibility rules, reporting requirements, portability options, and advanced distribution issues, including the often asked about Roth IRA loophole.

Wednesday, April 8 | 1:00 – 2:00 p.m.

RMD rules changed recently resulting from the SECURE Act, the CARES Act, and most recently the new life expectancy tables. RMDs make up a large part of most financial organizations’ IRA administration services and will continue to increase as baby boomers age. Attend this course to ensure that your organization is handling RMDs according to the most current rules. Course topics include RMD calculations, excess accumulation penalty taxes, financial organization responsibilities, and reporting. 

Wednesday, April 15 | 1:00 – 2:00 p.m.

Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are handling these transactions properly. You will learn the difference between transfers and rollovers, and direct and indirect rollovers, as well as acquire an understanding of Roth retirement plan assets and portability with Roth IRAs.

Wednesday, April 22 | 1:00 – 2:00 p.m.

The rules and regulations governing IRAs, HSAs, and other tax favored savings accounts are constantly evolving, and can be challenging to keep up with. Rely on our industry experts to bring you up to date on recently proposed legislation and regulatory updates that may affect your organization and your clients.