Hottest IRA Issues: Reporting, Compliance & Required Minimum Distributions
On-Demand Webinar:
StreamedNov 12, 2024Duration90 minutes
- 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
Do you know how to calculate IRA RMDs?
Do you know what you should and
should not do and say about them? What about the reporting and statement
requirements necessary to avoid potential fines and penalties? This real-world
session will answer those questions (and more), review IRA withholding rules,
and address common compliance concerns to help you hone in on red flags and
preempt common IRA owner mistakes.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Recite key operational considerations related to IRA owner required minimum distributions (RMDs)
- Define the IRA balance for an RMD calculation
- Arrive at an IRA owner’s life expectancy factor for an RMD calculation
- Recall how an RMD is calculated
- Identify the IRS reporting deadlines for IRS Forms 1099-R and 5498
- List the annual statements and reports IRA providers are required to supply to IRA owners and beneficiaries
- Explain how withholding requirements are met at your financial institution
WEBINAR DETAILS
This timely webinar will
bring you up to date on issues surrounding IRA reporting, compliance, and
required minimum distributions. Presented in an easy-to-understand format, it
will help ensure that you and your organization are current on your reporting,
participant notifications, and other compliance responsibilities. Go beyond the
basics of the IRA required minimum distributions rules with this explanation of
several complex RMD rules that often trip up IRA owners and financial
organizations.
WHO SHOULD ATTEND?
This webinar is targeted
to those who answer operational questions, spot-check IRA owner RMD exception
reports, generate IRA owner statements and reports, prepare IRS reporting
files, build reports for outside reporting agencies, process IRA owner
distributions, field questions resulting from interactions with IRA owners, and
hold securities and insurance licenses.
TAKE-AWAY TOOLKIT
- Instrument for calculating required minimum distributions
- IRA reporting tool
- Step-by-step IRA withholding tool
- Slides
include quick links to:
- Life expectancy tables for RMD calculations
- IRS Forms 1099-R and 5498
- IRS Forms 1099-R and 5498 reporting instructions
- 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.
TESTIMONIALS
"The webinar was very well organized and informative. My question was answered clearly and the material is always clear and up to date."
- Lisa, Service Federal Credit Union
Presented By

LaLoggia Consulting, Inc.

Convergent Retirement Plan Solutions, LLC
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