Our Expertise. Your Competitive Advantage.

MONDAY - October 4, 2021   Breakout Room #1 Breakout Room #2
11:00 - 12:15 EST   Legislative Reform: What You Need to Know
1:00 - 2:15 EST   IRA Update   QRP Update
2:30 - 3:45 EST   Required Minimum Distributions for IRAs and QRPs*   2021 IRA Reporting - Get It Right the First Time!
TUESDAY - October 5, 2021   Breakout Room #1 Breakout Room #2
11:00 - 12:15 EST   Advanced IRA and QRP Portability*   HSAs - Beyond the Basics
1:00 - 2:15 EST   Portability Special Issues and Conversions*   Exploring Penalty-Free IRA Distributions
2:30 - 3:45 EST   Handling IRA Excess Contributions*   QRP Legal Issues
WEDNESDAY - October 6, 2021   Breakout Room #1 Breakout Room #2
11:00 - 12:15 EST   What to Do When an Account Owner Dies*   Advanced Beneficiary Topics for IRAs and QRPs*
1:00 - 2:15 EST   Beneficiary Options as a Result of the SECURE Act*   IRA Legal Issues
2:30 - 3:45 EST   Withholding Requirements for IRAs*   IRA Documents - What Are the Options?

**Schedule subject to change


The following courses will be prerecorded and available for download during and after the conference.

403(b) and 457(b) Plans: Beyond the Fundamentals
Advanced QRP Distribution Issues
CIS II Exam Prep Workshop*
HSA Basics
IRA Investments - Beyond CDs
Maximizing Your HSA Business Opportunities
Missing Participants
QRP Fundamentals
Solo(k) Plans - Another Option for the Small Business Owner
Why a Roth IRA?

*COURSES RECOMMENDED FOR CIS II EXAM