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Education

 

Webinar: Managing IRA Beneficiary Designation & Distributions

 

Tuesday, November 12, 2013

2:00 - 3:30 pm CST

 

Speaker: Frank J. LaLoggia, LaLoggia Consulting, Inc.

 

About the Program

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

 



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