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2022 IRA & HSA Update: Staying Compliant

Jan 18 2:00 PM - Jan 18, 2022 3:30 PM
Jan 18, 2022 2:00 PM - 3:30 PM
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From recent legislation to trends to contribution limits, this important IRA and HSA update will provide all the vital information you need in a tidy package. This dynamic webinar will also address pending legislation and the potential impact of changes on the horizon.

Learning Objectives

  • Appreciate the far-reaching effects of recently enacted legislation and pending tax bills; proposed tax bills include:
    • Retirement reform (“SECURE 2.0”)
    • Build Back Better reconciliation
    • Infrastructure 1.0
  • Examine current HSA issues, trends, and contribution limits
  • Discuss traditional and Roth IRA contribution limits
  • Understand the latest IRA issues and trends

The winds of change are once again in the air. Comprehensive retirement plan legislation is pending. As we start a new year, it is important to be aware of and understand how recent regulatory changes and proposed legislation will impact your IRA and HSA programs. Join us for a lively discussion about the many implications of what is new and important in 2022 and beyond. 

Agenda

Speakers

Frank J. LaLoggia, LaLoggia Consulting, Inc.

Frank LaLoggia is the President of LaLoggia Consulting, Inc., 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 pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.

Location

Fees

$259.00 

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

Your registration includes unlimited locations (until further notice), making it easier to share and learn with remote staff during the coronavirus crisis. Training materials will be available to download the day of the event.

Additional Info

Event Type

Webinar

Topics Covered

  • Live Webinars
  • Compliance
  • Human Resources