Webinar: Managing IRA Beneficiary Designations & Distributions

Start: 3:00 pm
End: 4:30 pm
Event Days: 11/12/2013 - 11/12/2013

Managing IRA beneficiary designations and explaining allowable distribution options to IRA beneficiaries may be the most complex area of administering IRA programs. This webinar examines the rules and best practices surrounding beneficiary designations, allowable distribution options and processing procedures. Attendees will also learn the current guidelines on processing, titling and government reporting associated with beneficiary IRAs.

About This Session:     

This webinar will cover the following topics:

  • The four most common categories of beneficiary designations and proper documentation
  • Allowable beneficiary distribution options
  • How an IRA member's age at death affects beneficiary options
  • Identify responsibilities (versus best practices) to assist and notify beneficiaries of their options
  • How IRA agreements may limit or affect beneficiary options
  • Potential pitfalls of certain trust and estate beneficiary designations
  • IRA custodian's responsibilities for titling and reporting on beneficiary IRAs
  • TAKE-AWAY TOOLKIT with a sample "quick reference" beneficiary options chart, sample beneficiary notification letters, an employee training log and a staff quiz/answer key

Who Should Participate:

Staff and management responsible for establishing IRAs, IRA coordinators and administrators, and those involved with IRA operations and compliance

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 more than 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.

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