Education & Events

Get connected & sponsor a League event
Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

Webinar Calendar

Our League webinars offer training on topics for all aspects of credit union operations. You'll have the choice to participate in the live webinar only, purchase the recorded webinar or both. Included with all League webinars are the training log, quiz and answer key. 

Download a printable list of upcoming 2019 webinars >>

From time-to-time our webinar calendar will also show webinars from system partners. This is done as a courtesy to further your learning options and you should contact the system partner for details on those webinars.


Processing IRA Rollovers & Transfers

After this session, you will know how IRA owners and beneficiaries may move assets between IRA plans, and between employer retirement plans and IRA plans. Be prepared the next time an IRA owner requests a rollover or transfer.

Jul 16, 2019 02:00 PM   -­­  Jul 16, 2019 03:30 PM
CT
Location


,


For More Information


p: 

c: 

Type of Event
Webinar

Who Should Attend
  • Webinars
  • Member Services

Register

Description

Recent rule changes have expanded rollover opportunities under certain circumstances but have limited rollover opportunities under other scenarios. Changes bring opportunities to financial institutions that understand how to navigate and properly handle IRA rollovers and transfers. After this session, you will know how IRA owners and beneficiaries may move assets between IRA plans, and between employer retirement plans and IRA plans. Be prepared the next time an IRA owner requests a rollover or transfer.

Learning Objectives

  • Responsibilities for processing and reporting rollovers versus transfer contributions
  • Differences between employer plan-to-IRA rollovers versus IRA-to-IRA rollovers
  • Difference between direct and indirect IRA rollovers
  • Guidance on the 60-day and once-every-12-months rollover rules
    • When IRA owners may receive an automatic extension of the 60-day rollover period through the self-certification process
    • Scenarios where the once-every-12-months rule does not apply
  • How to properly handle, title, and report beneficiary rollovers from employer plans
  • Handling IRA-to-IRA beneficiary transfers
  • Sample rollover forms and quick reference charts

Speaker

Frank J. LaLoggia, LaLoggia Consulting, Inc. ​

Investment

$259.00

Live and recorded webinar, handouts, quiz with answer key and training log are included.