IRA Year-End Wrap-Up

December 2, 2026

Compliance IRA & HSA Operations Managers & Supervisors

Live Webinar:

DateDec 2, 2026Duration90 minutes

08:00 AM PST09:00 AM MST

10:00 AM CST11:00 AM EST

Unlimited connections for your institution
Available on desktop, mobile & tablet
Take-away toolkit
Presenter’s contact info for questions

On-Demand Webinar:

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

IRA year-end reporting leaves little room for missed deadlines or costly mistakes.

Learn how to navigate IRA year-end statements, reporting requirements, and critical IRS and account owner deadlines from January through May with confidence.

KEY WEBINAR TAKEAWAYS

IRA provider IRA owner statement requirements
IRA provider IRS required reporting
Timeline for providing required IRA owner statements and IRS reports

BONUS MATERIALS

Link to the IRS reporting instructions
Job aids
- Fielding Form 5498 Questions
- IRA Reporting
- Reporting Postponed Contributions

WEBINAR DETAILS

In this webinar, we'll focus on year-end statements and reporting requirements to which IRA trustees and custodians are subject. We’ll review the purpose for the various statements and reports, as well as the timeline for delivering this information to the IRS and/or IRA owners during the January through May timeframe.

WHO SHOULD ATTEND?

Compliance officers
Back-office operations personnel
Frontline and phone service staff

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.