Our Expertise. Your Competitive Advantage.
Overview Registration
Fees Professional
Development
MONDAY - NOVEMBER 2 ,2020 | Breakout Room #1 | Breakout Room #2 | ||
11:00 - 12:15 EST |
Legislative Reform: What's Changed, What's on the Horizon Get the scoop on any new legislation and policy initiatives, taking into consideration the current or future political climate. |
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1:00 - 2:15 EST | IRA Update | QRP Update | ||
2:30 - 3:45 EST | Required Minimum Distributions for IRAs and QRPs* | A Closer Look at Financial Wellness |
TUESDAY - NOVEMBER 3 ,2020 | Breakout Room #1 | Breakout Room #2 | ||
11:00 - 12:15 EST | Introduction to Beneficiary Options for IRAs and QRPs - Part 1* | IRA Legal Issues | ||
1:00 - 2:15 EST | Introduction to Beneficiary Options for IRAs and QRPs - Part 2* | IRA and QRP Electronic Delivery and Reporting | ||
2:30 - 3:45 EST | Advanced Beneficiary Topics for IRAs and QRPs* | Advanced HSAs |
WEDNESDAY - NOVEMBER 4 ,2020 | Breakout Room #1 | Breakout Room #2 | ||
11:00 - 12:15 EST | HSAs — Exploring Their Advantages | 2020 IRA Reporting | ||
1:00 - 2:15 EST | Advanced IRA and QRP Portability and Conversions- Part 1 * | Beneficiary Options For Deaths in 2020 and Beyond | ||
2:30 - 3:45 EST | Advanced IRA and QRP Portability and Conversion - Part 2 * | QRP Legal Issues |
The following courses will be prerecorded and available for download during and after the conference.
Advanced IRA Issues: Taking Penalty-Free IRA Distributions
Strategies for Auto-Rollovers and Finding Missing Participants
Handling IRA Excess Contributions*
HSA vs 401(k): Where to Defer
Introduction to HSAs
Introduction to QRPs & 403(b) Plans
Planning for Retirement and Decumulation Strategies
Roth IRAs: What You Should Know
Small Business Options: Focus on Solo(k) Plans
Taking Advantage of the Mega Roth
Withholding Requirements for IRAs*
*COURSES RECOMMENDED FOR CIS II EXAM