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Day ONE Course curriculum

    1. 2021 Cost-of-Living (COLA) Adjustments

    1. Watch Live Video and Playback (Legislative and Regulatory Reform: What's Changed, What's on the Horizon)

    2. Presentation - Legislative and Regulatory Reform: What's Changed, What's on the Horizon

    3. Alternative Viewing and Sound

    4. Quiz - Legislative and Regulatory Reform: What's Changed, What's on the Horizon

    5. Post Session Survey - Legislative and Regulatory Reform: What's Changed, What's on the Horizon

    6. Generate Certificate of Completion

    1. Watch Live Video and Playback (IRA Update)

    2. Presentation - IRA Update

    3. Alternative Viewing and Sound

    4. Quiz - IRA Update

    5. Post Session Survey - IRA Update

    6. Generate Certificate of Completion

    1. Watch Live Video and Playback (QRP Update)

    2. Presentation - QRP Update

    3. Alternative Viewing and Sound

    4. Quiz - QRP Update

    5. Post Session Survey - QRP Update

    6. Generate Certificate of Completion

    1. Watch Live Video and Playback (Required Minimum Distributions for IRAs and QRPs)

    2. Presentation - Required Minimum Distributions for IRAs and QRPs

    3. Handout - Required Minimum Distributions for IRAs and QRPs

    4. Alternative Viewing and Sound

    5. Quiz - Required Minimum Distributions for IRAs and QRPs

    6. Post Session Survey - Required Minimum Distributions for IRAs and QRPs

    7. Generate Certificate of Completion

    1. Watch Live Video and Playback (Closer Look at Financial Wellness)

    2. Presentation - A Closer Look at Financial Wellness

    3. Alternative Viewing and Sound

    4. Quiz - A Closer Look At Financial Wellness

    5. Post Session Survey - A Closer Look At Financial Wellness

    6. Generate Certificate of Completion

About this course

  • $395.00
  • 32 lessons
  • 0 hours of video content

(1) Legislative Reform: What's Changed, What's on the Horizon

Nov. 2 (Day One) 11:00 - 12:15 ET

Get the scoop on any new legislation and policy initiatives, taking into consideration the current or future political climate.

(2a) IRA Update

Nov. 2 (Day One) 1:00 - 2:15 ET

Don't fall behind on the latest IRA-related regulatory changes and legislative developments. Find out what’s new and how it may affect your IRA program, documents, and procedures. Topics covered may include recent legislation, reporting guidance, and key pronouncements.

(2b) QRP Update

Nov. 2 (Day One) 1:00 - 2:15 ET

Join us for the latest analysis of the SECURE Act and its effect on qualified retirement plans. In addition, we’ll cover other legislative updates, regulatory changes, and judicial decisions that have taken effect. Find out whether these changes will affect your documents and procedures.

(3a) Required Minimum Distributions for IRAs and QRPs (CIS II)

Nov. 2 (Day One) 2:30 - 3:45 ET

This course focuses solely on required minimum distributions (RMDs) from IRAs and employer-sponsored retirement plans. We’ll explain the required beginning date and why it may differ between IRAs and retirement plans, how to correctly calculate an RMD, the role beneficiaries play in the calculation, what the reporting requirements are, and other RMD-related topics.

(3b) A Closer Look at Financial Wellness

Nov. 2 (Day One) 2:30 - 3:45 ET

A large percentage of Americans struggle to cover unexpected expenses. Nearly half of all American families have no retirement savings. This course examines approaches employers are taking to promote financial wellness for their employees and the benefits they hope to gain from employing a less financially-stressed workforce. We’ll discuss wellness programs as a component of an employer’s benefit package, retirement plan auto enrollment, initiatives to tie emergency funds to employer plans, and the use of health savings accounts to combat large, unexpected medical expenses—the one type of expense that causes the most financial shock for many households.