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SDBA 2019 IRA Update - Sioux Falls
Best Western Plus Ramkota Hotel
3200 W Maple St
Sioux Falls, SD 57107
USA
605.336.0650

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Thursday, October 17, 2019, 8:30 AM - 4:00 PM CST
Category: SDBA Events

SDBA 2019 IRA UPDATE

RAMKOTA HOTEL
3200 W Maple St
Sioux Falls, SD

October 17, 2019

SEMINAR DESCRIPTION

IRA Update builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues their financial organizations may handle. This course will also include all changes that have occurred and discuss any pending legislation. This is a specialty session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

         

COURSE HIGHLIGHTS

  1. Plan Agreement/Amendment Update
  2. 2019 Contribution Eligibility/Limit Review
  3. IRA Transfers versus IRA Rollover rules
  4. QRP Direct Rollover versus Indirect Rollover rules
  5. Roth Distribution: Qualified versus Non-Qualified
  6. Beneficiary Issues
  7. Traditional RMDs: Calculations and RMD Notice Letters
  8. Current Event Update: Proposed Legislation

WHO SHOULD ATTEND?

  • IRA administrator, personal banker, or member services personnel who has a working knowledge of basic IRA operations and wishes to expand their expertise and provide enhanced customer service;
  • A financial professional who recognizes that IRAs play an integral role in retirement planning;
  • A compliance specialist with procedural oversight of IRA policies and practices; or
  • Support personnel responsible for promotional materials that describe the services provided by your financial organization.

SEMINAR PRESENTER

Michael O’Brien has been a key player in the retirement services industry for more than 30 years. He has served as senior vice president of Integrated Retirement, vice president of retirement products and solutions at Ascensus, and senior consultant with Universal Pensions, Inc. O’Brien has provided consulting and educational services to all facets of the retirement industry.

REGISTRATION FEE

Registration           $275
Non-Member fee   $375

Registration fee includes $30 for meals and breaks. This information is provided for your tax records, in keeping with the IRS 50 percent deductible provision under Section 274 (n) of the Internal Revenue Code.

Cancellation Policy: 100% refund if canceled on or before 10/10/19; 75% refund if canceled 10/11 – 10/13; no refund if canceled 10/14 – 10/17. Substitutions allowed at any time.

SCHEDULE

8:30-9:00 am         Registration
9:00-12:00 am       Program
12:00-12:45 pm     SDBA host luncheon
2:45-3:45 pm         Program continues

CREDIT

We have applied for 6 hours of continuing education credits from the SD Division of Insurance.

HOTEL INFORMATION

Ramkota Hotel
3200 West Maple St., Sioux Falls
605-336-0650


Contact: Halley Lee - [email protected]