Thursday
Jan 23
2020

2020 IRA & HSA Update, Including Pending & Breaking Legislation

Registration Options & Pricing

Please select your membership status.


Live Webinar Includes

  • One connection to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up
150+
Webinars
Available
100%
Satisfaction
Guaranteed

10:00 am – 11:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Join us for a lively discussion of current IRA and HSA issues and regulatory proposals. You’ll learn about the many implications regarding what is new and important in 2020 and beyond.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Comprehend the far-reaching effects that pending IRA legislation may have on IRA owners, trustees, and custodians
  • Review recent IRA reporting guidance, including
    • How to report and apply the federal income tax withholding rules when escheating IRA assets
    • Reporting and processing IRA-qualified charitable distributions
  • Examine the responsibilities of handling and reporting self-certified late rollover contributions
  • Distinguish 2019 and 2020 traditional IRA, Roth IRA, and HSA contribution limits
  • Determine when married individuals may “double up” on age 55 HSA catch-up contributions
  • Understand the employer’s versus the financial organization’s responsibilities when making and accepting HSA contributions
    • Recouping erroneous employer contributions
  • What happens when employees who are eligible for employer HSA contributions do not establish an HSA?

WEBINAR DETAILS

The winds of change are in the air. As a new year starts, it is important to understand how recent regulatory changes and proposed legislation may impact your IRA and HSA programs. Comprehensive retirement plan legislation is currently pending. The House passed the SECURE Act of 2019. Will the Senate act on this bill or pass similar legislation? While future legislation is hard to predict, there will be a lively discussion of current issues and regulatory proposals. Further, if you interact with IRA and HSA owners, have supervisory, managerial, or decision-making responsibilities, you’ll learn about the many implications regarding what is new and important in 2020 and beyond.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This timely webinar will provide frontline employees and new account representatives, as well as senior management with operational, compliance, or decision-making authority with important information needed to make informed decisions about IRA and HSA plans and programs. It will also benefit individuals who hold insurance or securities licenses.

TAKE-AWAY TOOLKIT

  • Employee training log
  • Interactive quiz

DON'T MISS THESE RELATED WEBINARS!

"IRA Series: Handling IRA Required Minimum Distributions & Roth Distributions"
Tuesday, September 17, 2019

"IRA Series:
Top 10 Most Misunderstood IRA Issues: Turning Confusion into Confidence"

Wednesday, August 28, 2019

"IRA Series: IRA Reporting, Common Issues & Error Resolution"
Thursday, August 1, 2019

"IRA Series: Processing IRA Rollovers & Transfers"
Tuesday, July 16, 2019

 

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

MEET THE PRESENTER

LaLoggia Consulting, Inc
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