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2022 SDBA Spring IRA Update
Tuesday, March 22, 2022, 8:30 AM - 4:00 PM CDT
Category: SDBA Events

2022 SDBA Spring IRA Update

March 22, 2022

Register Online | Print Details & Registration Form

The 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 includes how the transitions rules work, RMDs and death distributions, we will also discuss amending documents. This is a specialty session; some previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations. 

Registration Fee 

(Includes program and instruction materials.)
Member: $245 per person, Nonmember: $345 per person


  1. Death distribution options: How SECURE changed some of the options but how we still use some of the old beneficiary options

  2. Creating inherited IRA accounts

  3. Reporting to IRS in the “year of death” and then “year after death”

  4. When and how to use the “W-4R” (NOW 2023) and what happens to the “W-4P”

  5. Review RMD rules and characteristics

  6. Getting ready for year end and what happens in January: Fair Market Statements, RMD Notices and 1099-Rs

  7. Life expectancy tables for 2022 RMD calculations and inherited IRA RMD calculations change

  8. Amendment and plan agreement update

  9. Transition Rules

  10. Legislative update


  • 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.


Matthew Dickinson has been working with IRA for 18 years. Matthew not only instructs, but he listens and responds to special needs and involves his audience in an effective group learning experience. Attendees are encouraged to ask questions or share concerns throughout the program. 


  • 8:30-9:00 a.m.  Registration

  • 9:00 a.m.-12:00 p.m.  Program

  • 12:00-12:45 p.m.  Break for lunch

  • 12:45-4:00 p.m.  Program continues 


The IRA Update will be available via Zoom and recorded to be watched at a later date. The link  will be sent out on Friday, March 18th. The day-long recording will be sent via email to all attendees following the conclusion of the event.