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Webinar: Understanding & Processing IRA Rollovers & Transfers

IRA rule changes over the past several years have expanded the portability options available to IRA holders. The increase in choices, while providing welcome new opportunities, comes with additional complexities. IRA members are posing difficult new questions. What are the considerations and consequences of rolling over funds from an employer-sponsored retirement plan into an IRA, versus an inherited or beneficiary IRA? This program is designed to assist employees who deal directly with members and those who work behind the scenes in the IRA support or operations areas. It will provide valuable information to both experienced staff and those who are new to IRAs. Join us to achieve a solid understanding of IRA rollover and transfer rules and responsibilities.

HIGHLIGHTS

  • Important characteristics of IRA rollovers versus transfers
  • Processing and reporting rollovers and transfers
  • Required and suggested forms and documentation, including review of a sample rollover certification form
  • Employer-sponsored plan to IRA rollovers considerations
  • Recognizing the difference between direct and indirect IRA rollovers
  • How to effectively address common questions about rollovers
  • Possible tax consequences when rolling to a Roth IRA

 

  • TAKE-AWAY TOOLKIT
    • Electronic training log
    • Quiz you can administer to measure staff learning and a separate answer key

 

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This session will provide practical information to those who deal face-to-face with members or have IRA operational, compliance or reporting responsibilities.  This session will also provide individuals who work in a management capacity with a solid understanding and appreciation of IRA rollover and transfer rules and the responsibilities that come with accepting rollover deposits.

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 will 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
archived webinar on your

iPad

iPhone

Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar 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 archived webinar link. This webinar 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 archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (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

August 14th, 2013 2:00 PM   through   3:30 PM

Event Info

When

August 14th, 2013 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


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