Traditional IRA Discretionary & Required Minimum Distributions
November 10, 2026
Live Webinar:
DateNov 10, 2026Duration90 minutes
12:00 PM PST01:00 PM MST
02:00 PM CST03:00 PM 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
IRA distributions demand precision at every step.
Strengthen your Traditional IRA processes with
clear guidance on discretionary distributions, required minimum distributions,
reporting responsibilities, and compliance requirements.
KEY WEBINAR TAKEAWAYS
- Premature distribution penalty tax and exceptions
- Traditional, SEP, and SIMPLE RMDs
- Calculating an IRA owner’s RMD based on the applicable age and IRA balance
- Required distribution statements and reports
BONUS MATERIALS
- Job aid: Calculating Required Minimum Distributions
- Link to IRS Publication 590-B
- Link to IRS Form 1099-R
- Link to IRS Form 1099-R instructions
WEBINAR DETAILS
Communication is an essential component in the
handling of required minimum distributions and discretionary IRA transactions.
Trustees and custodians must report contributions, distributions, fair market
values, required distributions, and more to IRA owners and/or the IRS. Join us
to go through the required IRA statements and reports, enabling you to audit
your processes, update them if necessary, and ensure you're in compliance with
the requirements.
WHO SHOULD ATTEND?
- Training personnel tasked with training IRA professionals
- Frontline staff processing IRA distributions
- Compliance staff spot-checking IRA transaction processing
- Compliance and operations staff preparing files for, or completing, IRA owner and IRS statements and reports
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.
Presented By
Convergent Retirement Plan Solutions, LLC
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