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Webinar: Traditional & Roth IRA Reporting Reponsibilities: Requirements, Issues & Answers

Understanding and complying with IRA reporting requirements can be a daunting, complex task. Join us for a simple explanation of the reporting rules, regulations, and responsibilities facing IRA custodians in 2014 and beyond. From 1099-R and 5498 reporting, to member and beneficiary statement/notice requirements, this program will cover this maze of rules and provide a clear, concise path.

You will learn there are choices on how to handle certain reporting requirements depending on your financial institution’s philosophy and operational capabilities.  This session will provide back-office IRA support or operations staff with valuable, current information.  Member contact staff will be able to confidently answer IRA questions that arise throughout the year when members receive one of the many IRS reporting forms or IRA account statements and notices.

HIGHLIGHTS

  • 1099-R and 5498 reporting requirements and deadlines
  • Summary of required IRA holder statements and notices, including account, fair market value, and required minimum distribution statements and notices
  • Review of beneficiary reporting and notice requirements
  • Deadlines and penalties for missing reporting and notice deadlines
  • How to handle reporting mistakes and make corrections
  • Effectively addressing common questions

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 will provide important practical information to IRA operations, compliance, and reporting staff and frontline personnel.  Management staff will gain a solid understanding and appreciation of Traditional and Roth IRA reporting, statement, and notice requirements. 

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, including in-house IRA, HSA, and employer retirement plan training.  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


 

December 4th, 2014 2:00 PM   through   3:30 PM
United States

Event Info

When

December 4th, 2014 2:00 PM   through   3:30 PM

Where

United States

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