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Webinar: IRA & HSA Review & Update, Including DOMA Implications

As we start a new year, it is important to know and understand the regulatory changes and important issues that will have a direct impact on your IRA and HSA programs and members. Because of a recent Supreme Court ruling, the IRS now recognizes as married any same-sex couple that is validly married under the laws of any state. Join us to learn about the dramatic impacts that the new IRS interpretation of "spouse" has on your IRA and HSA programs. This program is a must for individuals who deal directly with IRA or HSA members, or who have operational or managerial responsibilities.

HIGHLIGHTS

  • Review IRA and HSA eligibility requirements and contribution limits for 2013 and 2014
  • The far-reaching effects of the recent DOMA decision
    • The U.S. Supreme Court ruled that Section 3 of DOMA is unconstitutional
    • Major impacts of this ruling on your IRA and HSA accounts
  • Important changes to IRA and HSA beneficiary designations and options, Traditional IRA required minimum distributions, and more
  • Issues surrounding eligibility for a Traditional IRA contribution deduction
  • Most common questions asked by IRA and HSA holders over the past 12 months

 

  • TAKE-AWAY TOOLKIT
    • 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 session is designed for individuals who deal with IRAs or HSAs, whether face-to-face with members, behind the scenes in the IRA/HSA support department, or in management.  If you are new to IRAs and HSAs, but have a fundamental understanding of these accounts, this program will provide you with important information to deepen your understanding. 

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

January 15th, 2014 2:00 PM   through   3:30 PM
United States

Event Info

When

January 15th, 2014 2:00 PM   through   3:30 PM

Where

United States

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