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2020 IRA & HSA Update, Including IRA Provisions Under the Secure Act

Jan 23 2:00 PM - Jan 23, 2020 3:30 PM
Jan 23, 2020 2:00 PM - 3:30 PM

The Secure Act has passed, with many provisions effective January 1, 2020.Join us for a lively discussion of current IRA and HSA issues, including review and analysis of comprehensive changes affecting IRA owners, trustees, and custodians.

Learning Objectives

  • Comprehend the far-reaching effects of the Secure Act, including
    • The new delayed age from age 70 ½ to age 72 for RMDs
    • The ability to contribute to a traditional IRA at any age
    • The requirement for more rapid payouts to non spouse beneficiaries• Review recent IRA reporting guidance, including
    • How to report and apply the federal income tax withholding rules when escheating IRA assets
    • Reporting and processing IRA-qualified charitable distributions
  • Examine the responsibilities of handling and reporting self-certified late rollover contributions
  • Distinguish 2019 and 2020 traditional IRA, Roth IRA, and HSA contribution limits
  • Determine when married individuals may “double up” on age 55 HSA catch-up contributions
  • Understand the employer’s versus the financial organization’s responsibilities when making and accepting HSA contributions
    • Recouping erroneous employer contributions
    • What happens when employees who are eligible for employer HSA contributions do not establish an HSA?

The winds of change are in the air. Comprehensive retirement plan legislation has arrived.As a new year starts, it is important to understand how new legislation will dramatically impact your IRA program. Join us for a lively discussion of current issues and rule changes. If you interact with IRA and HSA owners, have supervisory, managerial, or Register Here© 2020 Financial Education & Development, Inc.decision-making responsibilities, you’ll learn about the many implications regarding what is new and important in 2020 and beyond. 



Frank J. LaLoggia, LaLoggia Consulting, Inc.

Frank LaLoggia is the President of LaLoggia Consulting, Inc., Rochester, New York, a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings.Frank coordinates and conducts retirement plan seminars and training programs throughout the United States, including in-house IRA, HSA and employer retirement plan training sessions. With over 39 years’ experience in employee benefits, 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 University’s Center for Continuing Education and The National Retirement Plans Training Conference.




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