Wednesday, April 16, 2025 | 10:00-11:00 a.m. CT

The rules and regulations governing IRAs, HSAs, and other tax-favored savings accounts are constantly evolving and can be challenging to keep up with. Rely on our industry experts to bring you up to date on recently proposed legislation and regulatory updates that may affect your organization and your clients.

Wednesday, April 23, 2025 | 10:00-11:00 a.m. CT

Learn all aspects of the Roth IRA, including features and benefits, and how the Roth IRA stands out from other retirement savings accounts. Leave this course with a more thorough understanding of the tax advantages, contribution eligibility rules, reporting requirements, portability options, and advanced distribution issues, including the often asked about Roth IRA loophole. 

Wednesday, April 30, 2025 | 10:00-11:00 a.m. CT

The SECURE Act made significant changes to IRA legislation, consequently adding a level of complexity to beneficiary payout rules. Moreover, the IRS has come out with proposed RMD regulations providing guidance with respect to beneficiary options in light of the changes brought about by the SECURE Act. This class is part one of a two-part comprehensive course covering in-depth aspects of Traditional and Roth IRA beneficiary options addressing all the changes resulting from the SECURE Act and proposed RMD regulations, as well as essential topics such as beneficiary election deadlines, distribution rules and restrictions, and reporting requirements.

Wednesday, May 7, 2025 | 10:00-11:00 a.m. CT

Diving deeper into the beneficiary options covered in IRA Beneficiary Distributions – Part 1, in this session you will take a more hands-on approach into handling certain year-of-death requirements, beneficiary portability, separate accounting rules, the beneficiary determination deadline, and beneficiary reporting requirements. For a deeper dive into advanced beneficiary issues, see IRAs: Handling Complex Death Claims and IRA Trust Beneficiary Issues and How to Handle Them. 

Wednesday, May 14, 2025 | 10:00-11:00 a.m. CT

Financial organizations are frequently faced with handling beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues where there may be no or limited regulatory guidance. This comprehensive course covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. The course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns. 

Wednesday, May 21, 2025 | 10:00-11:00 a.m. CT

Although financial organization personnel do not give tax advice to their clients, IRA administrators still may find themselves fielding legal questions. Generally, there is no IRS guidance on how to handle IRA legal issues. This course covers some of the more common legal issues that may arise with IRAs, such as powers of attorney, guardianships, creditors, beneficiary issues, and divorce; as well as how to handle these types of transactions to help mitigate risk for your organization. 

Wednesday, May 28, 2025 | 10:00-11:00 a.m. CT

This course provides answers to your clients’ rollover questions by explaining all the rollover opportunities, including evolving portability rules between IRAs and employer plans. You will learn how to capture, facilitate, and report rollovers between employer plans and IRAs, as well as become familiar with new requirements from the DOL regarding making rollover recommendations to clients.

Wednesday, June 4, 2025 | 10:00-11:00 a.m. CT

IRA owners, employer plan participants, and financial organizations can face significant IRS fines and tax ramifications as a result of a prohibited transaction. This course examines the prohibited transaction rules and common exemptions as they apply to IRAs, employer plans, and financial organizations. Join this session to learn how to identify and prevent prohibited transactions, and possible ways to resolve them once they occur.

Wednesday, June 11, 2025 | 10:00-11:00 a.m. CT

This course walks through everything you need to know about excess contributions, including handling recharacterizations. You will learn how excess contributions occur, the different excess correction methods, and how you can help an IRA owner correct an excess contribution.