As one year ends and another begins, it means one thing for those working at financial institutions – the start of another IRA season. It is important to keep up to date on any new regulatory, plan document, and contribution-limit changes that occurred in 2012 and 2013. This program is designed for experienced individuals who deal with IRA and HSA accounts, whether face-to-face with members, behind the scenes in the IRA support department, or in a management capacity. This lively session will ensure you are current on important issues in the world of IRA and HSA accounts today.

HIGHLIGHTS

  • Amending IRA Plan Documents and Disclosure Statements
  • Tax benefits of Traditional & Roth IRAs and HSAs, now and in the future
  • Traditional and Roth IRA and HSA contribution and deduction limits
    • 2012 & 2013 contribution and deduction limits
    • Determining eligibility for IRA and HSA deductions
  • Important IRA and HSA portability considerations
    • Participant and beneficiary rollovers from employer retirement plans to IRA accounts
    • Qualified HSA funding distributions

WHO SHOULD ATTEND

This informative session will be useful to staff responsible for handling IRAs or HSAs, especially for those who deal directly with members or who have operational or compliance responsibilities.  This session is a must for individuals who need to keep up to date on the 2012 and 2013 IRA or HSA rules or want a refresher on important rules and issues effecting IRA and HSA accounts.

Attendance verification for CE credits provided upon request.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Frank J. Laloggia, Laloggia Consulting, Inc.

Frank LaLoggia is the President of LaLoggia Consulting, Inc., Rochester, New York, a pension and financial consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans and financial-services offerings.

Nationally renowned, Frank coordinates and conducts pension and financial seminars and training programs throughout the United States.  With over 35 years’ experience in employee benefits, and always in demand, his client list is impressive.  He has assisted many leading financial organizations in the pension and financial services industries. Frank has achieved the designation of Deferred Compensation Specialist through Northeastern Universities Center for Continuing Education and The National Retirement Plans Training Conference.

THREE REGISTRATION OPTIONS

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

1.  LIVE WEBINAR

The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.

 

 

Convenient!

 

Listen to the
on-demand web link on your

 

iPad

iPhone

Android

Instructions will be emailed to you with
the on-demand link.

2.  ON-DEMAND WEB LINK & FREE CD ROM*

Can’t attend the live webinar? The on-demand web link is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

LIMITED AVAILABILITY: The on-demand web link and CD ROM may ONLY be ordered for 6 months following the webinar. Neither the link nor CD will be available after this time.

3.  BOTH LIVE WEBINAR & ON-DEMAND WEB LINK (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association.  Click here to register:  https://mcua.fed.cuwebtraining.com/store/webinar

 

 

 

 

January 9th, 2013 2:00 PM   through   3:30 PM

Event Info

When

January 9th, 2013 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


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