IRA Basics & Advanced Issues Seminar
THEY’RE HERE! The IRS has published final RMD regulations with a January 1, 2025 effective date! The finalization of these highly anticipated regulations has had a profound impact on IRA providers nationwide. Among other things, these final regulations provide much-needed clarity on several issues surrounding the new inherited IRA distribution requirements ushered in under the SECURE Act of 2019. We’ve has been scouring this regulatory initiative positioning us to provide attendees with the most up-to-date coverage available. We will provide in-depth coverage of the regulations, and the immediate steps providers should take or should have taken to prepare for the regulation’s January 1, 2025 effective date.
When
Where
TBA Headquarters
203 W 10th St
Austin, TX 78701
UNITED STATES
IRA providers nationwide continue to adjust policies, procedures, forms, and communications to comply with the numerous changes to the laws governing IRAs. These changes affect virtually every facet of IRA administration and servicing including eligibility, funding, withholding, reporting, required minimum distributions and inherited IRA distributions. As the IRS continues to issue guidance concerning the implementation of these changes, it is imperative that IRA providers stay abreast of these developments—both to help ensure internal compliance as well as to provide top-notch customer service to IRA clients.
In short, numerous IRA rules have changed, new forms have been introduced, IRA software has been and continues to be updated and there are more changes on the horizon. Keeping abreast of these changes—while not always easy—is crucial to running a compliant IRA program.
Whether you are looking to gain basic knowledge of IRAs, raise your comfort level, or sharpen your skills with the most up-to-date rules and regulations, this two-day format will cover it all.
From new hires to seasoned, in-house IRA gurus, this jam-packed two-day training agenda offers something for everyone involved with IRAs including, but not limited to,
- new account representatives,
- certificate of deposit personnel,
- savings counselors,
- accountholder service representatives,
- investment and trust personnel,
- compliance officers, and
- any other officers/managers who oversee IRA operations
These sessions are not vendor-form-specific, feel free to bring a copy of your plan documents and/or any transaction forms about which you have questions.
Registration (Both Days): 8:30 – 9:00 AM
Program (IRA Basics): 9:00 AM – 4:00 PM
Program (IRA Advanced): 9:00 AM – 3:00 PM
Lunch (Both Days): Noon – 1:00 PM
IN-PERSON OPTION: The registration fee includes a hard copy of the seminar materials, breakfast and lunch. For IRS reporting purposes, the food cost portion of your registration is pending approval.
VIRTUAL OPTION: Registrants will receive instructions in advance to access the online class and download the materials. Registrants will also have access to the session recordings and materials for 90 days.
IMPORTANT: Registration is per person and the seminar is priced accordingly. All attendees must be registered to ensure access to the program, materials and content.
Cancellation/substitution requests must be made in writing. Email requests to education@texasbankers.com. Full registration fees will be refunded if written notice is received no later than January 17, 2025. Substitutions are permitted without penalty.
Nearby Hotels:
The Otis Hotel
1901 San Antonio Street
Austin, Texas 78705
AC Hotel Austin-University
1901 San Antonio Street
Austin, Texas 78705
Moxy Austin-University
2552 Guadalupe Street
Austin, Texas 78705
Texas State Board of Public Accountancy: 7 CPE credit hours/day. There are no educational prerequisites.
ABA Professional Certifications: Application for CE credit review is pending approval. Once we receive notification of the credit approval, we will notify attendees.
