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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.


IRA Reporting, Common Issues & Error Resolution

It will address traditional and Roth IRA governmental reporting requirements, participant notices, and statement requirements. From 1099-R and 5498 reporting, to RMD and beneficiary distribution reporting, this session will cover a lot of ground! Learn about common reporting mistakes and correction methods to meet your compliance responsibilities.

Aug 01, 2019 02:00 PM   -­­  Aug 01, 2019 03:30 PM
CT
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Type of Event
On Demand Webinar

Who Should Attend
  • On-Demand Webinars
  • Live Webinars
  • Operations
  • Compliance

Register

Description

This can’t-miss session about traditional and Roth IRA reporting responsibilities will be presented in easy-to-understand terms to ensure your financial institution is up-to-date on reporting and compliance issues. It will address traditional and Roth IRA governmental reporting requirements, participant notices, and statement requirements. From 1099-R and 5498 reporting, to RMD and beneficiary distribution reporting, this session will cover a lot of ground! Learn about common reporting mistakes and correction methods to meet your compliance responsibilities.

Learning Objectives

  • Review of IRS Forms 1099-R and 5498, reporting requirements, and deadlines o Will include any late-breaking reporting changes
  • Required IRA statements and notices, including account statements, fair market value statements, and RMD statements and notice requirements
  • Reporting and notice requirements for beneficiaries
  • How to correct IRA excess contributions
  • Reporting and notice deadlines and potential penalties for missing them
  • How to handle reporting mistakes and properly make corrections

Speaker

Frank J. LaLoggia, LaLoggia Consulting, Inc.

Investment 

$259.00