2026 SDBA IRA Spring Update

Wednesday, March 11, 2026

ClubHouse Hotel & Suites | 2320 S. Louise Ave | Sioux Falls, SD

Register Online | Download & Print Registration Details

SCHEDULE & REGISTRATION FEES

• 8:30 - 9:00 a.m. Registration
• 9:00 a.m. - noon Program
• 12:00 - 1:00 p.m. SDBA-hosted luncheon
• 1:00 - 4:00 p.m. Program continues

Member - $300
Non-Member - $450
Pricing is based on individual viewing. (Includes program, instruction materials, lunches and breaks.) 

Cancellation Policy
100% refund if canceled on or before 2/24/2026; 75% refund if canceled between 2/25/2026 and 3/1/2026; no refund if canceled after 3/1/2026. Substitutions allowed at any time.

HOTEL INFORMATION

ClubHouse Hotel & Suites
2320 S. Louise Ave | Sioux Falls, SD 57106
Phone: 605.361.8700
*A block of rooms has been reserved - Rate: $129.00
Closes on February 9, 2026

SEMINAR DETAILS

The IRA Update builds on your knowledge of IRA basics to address some of the more complex IRA issues your financial organization 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.

COURSE HIGHLIGHTS

1. Death distribution options: How SECURE and SECURE 2.0 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” in 2026 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 2026 RMD calculations and inherited IRA RMD calculations change
8. Amendment and plan agreement update
9. RMD age now 73
10. Legislative update – SECURE and SECURE 2.0 updates

WHO SHOULD ATTEND?

• IRA administrators, personal bankers, or member services personnel who have a working knowledge of basic IRA operations and wish 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

Matthew Dickinson has been working with IRAs for over 20 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.

QUESTIONS & SPECIAL REQUESTS

Call the SDBA at 605.224.1653 or email [email protected].