Managing IRA beneficiary designations and explaining allowable distribution options to IRA beneficiaries may very well be the most complex area of administering your IRA program. If you deal directly with members or have IRA operational or reporting responsibilities, this session is for you. It will thoroughly cover the rules and best practices surrounding beneficiary designations, allowable distribution options, and processing procedures.

Whether you are new to the IRA arena or an experienced professional, this webinar will provide a solid understanding of IRA beneficiary rules, important considerations, and reference tools needed to confidently provide IRA beneficiaries with the information required to make informed decisions.  Join us to learn the current guidance on processing, titling, and government reporting associated with beneficiary IRAs. 

HIGHLIGHTS

  • The four most common categories of beneficiary designations and proper documentation
  • Allowable beneficiary distribution options
  • How an IRA member’s age at death affects beneficiary options
  • Identify your responsibilities (versus best practices) to assist and notify beneficiaries of their options
  • How your IRA agreement may limit or affect beneficiary options
  • Potential pitfalls of certain trust and estate beneficiary designations
  • IRA custodian’s responsibilities for titling and reporting on beneficiary IRAs

 

  • TAKE-AWAY TOOLKIT
    • Sample quick reference beneficiary options chart
    • Sample beneficiary notification letters
    • Employee 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 informative session will benefit all staff and management responsible for establishing IRAs, IRA coordinators and administrators, and anyone involved with IRA operations and compliance.

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

November 12th, 2013 2:00 PM   through   3:30 PM
United States

Event Info

When

November 12th, 2013 2:00 PM   through   3:30 PM

Where

United States

Contact

Email:


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