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IRA Overview: Traditional, Roth & SEP Plans

Nov 30 2:00 PM - Nov 30, 2021 3:30 PM
Nov 30, 2021 2:00 PM - 3:30 PM
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Plan to attend this lively program to learn about the rules governing traditional IRA, Roth IRA, and SEP plans. If you are new to the world of IRA plans or are looking for a general update/refresher on IRA or SEP plan rules, this well-timed webinar is the ticket to implementing best practices.

Learning Objectives

  • Identify traditional and Roth IRA eligibility requirements
  • Examine IRA contributions limits
  • Review IRA distribution rules and requirements, including qualified, tax-free Roth IRA distributions
  • Distinguish between IRA rollovers and IRA transfers
  • Follow the requirements for establishing and contributing to SEP plans
  • Use several quick reference charts that will be provided for future reference

Whether you are relatively new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you. From plan eligibility and contribution rules to portability and plan distribution rules, we will explore the fundamental concepts that will have the greatest impact on your IRA program. We will also explore the fundamental concepts of SEP plans (Simplified Employee Pension plans) and explain how easily SEP contributions may be made directly into existing traditional IRA accounts.



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.




Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Compliance