Webinar: IRA & HSA Review & Update: 2012 & 2013 Tax Years

Start: 3:00 pm
End: 4:30 pm
Event Days: 01/09/2013 - 01/09/2013

A new year means one thing for those working at financial institutions: the start of another IRA season. It is important to be prepared for new regulatory, plan document and contribution-limit changes that occurred in 2012 and 2013. This webinar is designed for experienced individuals who deal with IRA and HSA accounts, whether face-to-face with members, behind the scenes in the IRA support department or in a management capacity.

About This Session:

This webinar will cover the following topics:

  • Amending IRA plan documents and disclosure statements
  • Tax benefits of traditional & Roth IRAs and HSAs, now and in the future
  • Traditional and Roth IRA and HSA contribution and deduction limits
  • Important IRA and HSA portability considerations

Who Should Participate:

Staff who handle IRAs or HSAs, particularly those who deal directly with members or have operational/ compliance responsibilities.

About the Presenter:

Frank J. Laloggia, Laloggia Consulting, Inc.

As the president of Rochester-based LaLoggia Consulting, Inc., Frank LaLoggia assists financial organizations with ongoing support in the creation, development and marketing of their retirement plans and financial-services offerings. With over 35 years of experience in employee benefits, LaLoggia coordinates and conducts pension and financial seminars and training programs throughout the United States. He has assisted many leading financial organizations in the pension and financial services industries and is a designated Deferred Compensation Specialist through the Northeastern University Center for Continuing Education and the National Retirement Plans Training Conference.