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
What You Will Learn:
- 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.
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.
|Over $7 million
|$7 - 75 million
|Under $7 million