Start Date: 11/17/2025 9:00 AM MST
End Date: 11/17/2025 10:30 AM MST
Event Website: https://financialedinc.com/ira-series-ira-year-end-wrap-up-hottest-issues-compliance-reporting-responsibilities
Organization Name:
Independent Community Bankers of Colorado
Contact:
It’s the end of the year. Are you up on the latest rule changes? Are you ready for the questions that will be pouring in? Will your answers inspire consumer confidence or consternation? The IRA rules are always changing, and the IRA world has really been socked hard the last few years. Unfortunately (or fortunately), that won’t slow down anytime soon. Rule changes, although challenging, can necessitate valid, relevant accountholder touchpoints, opportunities for endearing your customers to your organization, resulting in increased loyalty if handled well. This webinar will provide a legislative and regulatory review, and cover the most recent, relevant pronouncements affecting your operations and accountholders. The year-end statements and reports that must be prepared and sent, January through May, will also be reviewed. Join this instructive session to learn the hottest issues, expand your competence, increase customer loyalty, and ensure program accuracy.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- State three high-exposure compliance areas
- List the annual statements and reports IRA providers are required to supply IRA owners and beneficiaries
- Name the IRS reporting deadlines for IRS Forms 1099-R and 5498
- Explain how withholding requirements are met
- List the information needed to accurately calculate an IRA owner’s required minimum distribution
- Describe RMD responsibilities that fall on the financial organization versus the IRA owner
- Relate best practices for RMD processing and customer service
TAKE-AWAY TOOLKIT
- Web link to the latest IRA-related news and cost of living adjustments
- Job aids for IRA reporting and withholding
- Guideline for fielding Form 5498 questions
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
WHO SHOULD ATTEND?
This critical webinar is targeted toward those handling escalations and interfacing with internal legal and compliance staff. It is a must for anyone involved in creating and generating IRA owner statements and reports and preparing IRS reporting files, whether done internally or by outside reporting agencies. It’s helpful for those processing IRA owner distributions to help minimize internal mistakes surrounding IRA withholding. Those fielding questions and/or initiating transactions resulting from face-to-face interactions with IRA owners will also benefit.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
MEET THE PRESENTER
Loni Porta, Convergent Retirement Plan Solutions, LLC
Loni Porta is the director of education at Convergent Retirement Plan Solutions and has been with the company since 2004. An industry leader in IRA, HSA, and retirement plan education, Loni plans, budgets for, and builds training and education products and solutions for financial organizations nationwide. An avid student of learning styles and adult learning principles, Loni incorporates her skills into Convergent’s training and education products and services. She attended North Dakota State University in Fargo, ND, and came to Convergent after her tenure at Universal Pensions, Inc. (UPI), a nationally recognized retirement consulting and training firm in Minnesota. While at UPI, Loni helped design the industry’s first IRA-specific designation program (the American Bankers Association's Certified IRA Services Professional (CISP) program) and NAFCU’s Certified IRA Professional program.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. LIVE WEBINAR 2. ON-DEMAND WEBINAR 3. BUNDLE & SAVE
- Unlimited live connections with shareable access within your institution
- Available to view on desktop, mobile & tablet devices
- Take-away toolkit
- Live Q&A session & the presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Unlimited and shareable access to the recording within your institution, starting two business days after the live date
- Available to view 24/7 on desktop, mobile & tablet devices
- Take-away toolkit
- Ability to download the webinar video and toolkit items
- Presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Save when you Bundle the Live + On-Demand Webinar Registration
- Includes all the items listed above
- Full registration descriptions can be found here
