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IRA Beneficiary Designations & Distributions Part B: Successor Beneficiaries & Deaths After January 1, 2020

Mar 30 2:00 PM - Mar 30, 2023 3:30 PM
Mar 30, 2023 2:00 PM - 3:30 PM
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Part B of this two-part program will sew up any remaining questions about IRA beneficiary designations and distributions – especially regarding deaths occurring on or after January1, 2020. You’ll also learn about the effect of IRS-proposed regulations that are on the horizon. Don’t miss it!

Learning Objectives

  • Discuss beneficiary options for deaths occurring on or after January 1, 2020
  • Review the beneficiary options on the quick reference charts
  • Comprehend several special and complex rules contained in the IRS-proposed regulations
  • Understand how to handle contested beneficiary designations
  • Observe certain beneficiary election deadlines, including the new deadline for certain spouse beneficiary elections

Join us as we expand on many of our Part A beneficiary consideration topics, including a detailed discussion of beneficiary options for deaths occurring on or after January 1, 2020, and a review of the complex and often confusing successor beneficiary options. This session will also include information on reporting requirements and an explanation of beneficiary separate accounting rules and implications. In addition, you’ll learn about the impact that recent IRS-proposed regulations will have on IRA beneficiary distributions.

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, making it easier to share and learn with remote staff.

Please note: You may share the link with others at your credit union, however the confirmation will be sent to one primary contact at your credit union. It will be up to the primary contact to share the material with others.

Additional Info

Event Type

Webinar

Topics Covered

  • Human Resources
  • Compliance
  • Live Webinars