2020 IRA & HSA Update, Including Pending & Breaking Legislation

  • by ICBSD
  • Jan 22, 2020
  • 0

Date/Time
Date(s) - 01/22/2020
2:00 pm - 3:30 pm

Categories


2020 IRA & HSA Update, Including Pending & Breaking Legislation

Don't miss this webinar.

The Secure Act has passed, with many provisions effective January 1, 2020. Join us for a lively discussion of current IRA and HSA issues, including review and analysis of comprehensive changes affecting IRA owners, trustees, and custodians.

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WEBINAR DETAILS

The winds of change are in the air. Comprehensive retirement plan legislation has arrived. As a new year starts, it is important to understand how new legislation will dramatically impact your IRA program. Join us for a lively discussion of current issues and rule changes. If you interact with IRA and HSA owners, have supervisory, managerial, or decision-making responsibilities, you’ll learn about the many implications regarding what is new and important in 2020 and beyond.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This timely webinar will provide frontline employees and new account representatives, as well as senior management with operational, compliance, or decision-making authority with important information needed to make informed decisions about IRA and HSA plans and programs. It will also benefit individuals who hold insurance or securities licenses.

ABOUT THE AUTHOR

ICBSD