Day TWO Course Curriculum

November 3, 2020

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

    1. Watch Live Video and Playback (Introduction to Beneficiary Options for IRAs and QRPs (Part 1))

    2. Presentation - Introduction to Beneficiary Options for IRAs and QRPs

    3. Guidebook - Introduction to Beneficiary Options for IRAs and QRPs (BOTH Parts)

    4. Alternative Viewing and Sound

    5. Post Session Survey - Introduction to Beneficiary Options for IRAs and QRPs (Part 1)

    6. Quiz for Part 1 element combined under Part 2 session

    7. Generate Certificate of Completion

    1. Watch Live Video and Playback (IRA Legal Issues)

    2. Presentation - IRA Legal Issues

    3. Guidebook - IRA Legal Issues

    4. Alternative Viewing and Sound

    5. Quiz - IRA Legal Issues

    6. Post Session Survey - IRA Legal Issues

    7. Generate Certificate of Completion

    1. Watch Live Video and Playback (Introduction to Beneficiary Options for IRAs and QRPs (Part 2))

    2. Presentation - Introduction to Beneficiary Options for IRAs and QRPs

    3. Guidebook - Introduction to Beneficiary Options for IRAs and QRPs (BOTH Parts)

    4. Alternative Viewing and Sound

    5. Quiz - Introduction to Beneficiary Options for IRAs and QRPs (Part 1 and Part 2)

    6. Post Session Survey - Introduction to Beneficiary Options for IRAs and QRPs (Part 2)

    7. Generate Certificate of Completion

    1. Watch Live Video and Playback (IRA and QRP Electronic Delivery and Reporting)

    2. Presentation - IRA and QRP Electronic Delivery and Reporting

    3. Guidebook - IRA and QRP Electronic Delivery and Reporting

    4. Handout - IRA and QRP Electronic Delivery and Reporting

    5. Alternative Viewing and Sound

    6. Quiz - IRA and QRP Electronic Delivery and Reporting

    7. Post Session Survey - IRA and QRP Electronic Delivery and Reporting

    8. Generate Certificate of Completion

    1. Watch Live Video and Playback (Advanced Beneficiary Topics for IRAs and QRPs)

    2. Presentation - Advanced Beneficiary Topics for IRAs and QRPs

    3. Guidebook - Advanced Beneficiary Topics for IRAs and QRPs

    4. Alternative Viewing and Sound

    5. Quiz - Advanced Beneficiary Topics for IRAs and QRPs

    6. Post Session Survey - Advanced Beneficiary Topics for IRAs and QRPs

    7. Generate Certificate of Completion

About this course

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

(1a) Introduction to Beneficiary Options for IRAs and QRPs (Part 1)

Nov. 3 (Day Two) 11:00 - 12:15 ET

This course will walk through the possible distribution options for both IRA and qualified retirement plan beneficiaries. As a result of the SECURE Act, beneficiary options differ depending on the year the account owner died. We will discuss the beneficiary options both when the account owner died in 2019 or earlier and when the account owner dies in 2020 and later. We will also explore related concepts such as separate accounting, life expectancy payments, recalculation and non-recalculation, and portability options. Return to work with a clearer understanding of beneficiary distribution options and procedures.

(1b) IRA Legal Issues

Nov. 3 (Day Two) 11:00 - 12:15 ET

Your organization may have legal counsel or written guidelines in place to ensure the proper handling of various legal issues that typically relate to IRAs. Become more familiar with these issues—and any related law changes—while learning practical approaches to handling them to better serve your IRA clients.

(2a) Introduction to Beneficiary Options for IRAs and QRPs (Part 2)

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

Continuation of Part 1

(2b) IRA and QRP Electronic Delivery and Reporting

Nov. 3 (Day Two) 1:00 - 2:15 ET

Review the guidelines for electronic delivery of IRA and retirement plan forms, notices, statements, and disclosures. Learn more about available delivery options and the rules that must be followed. We’ll examine both the IRS’ and Department of Labor’s updated requirements for appropriate use of electronic delivery and proper reporting.

(3a) Advanced Beneficiary Topics for IRAs and QRPs (CIS II)

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

IRA and QRP beneficiary regulations can seem complicated, especially when other circumstances apply. We’ll provide specific types of situations or issues that may come up when processing a death claim, along with information on how to handle them and examples of how the beneficiaries are affected.

(3b) Advanced HSAs

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

Build up your health savings account (HSA) knowledge by exploring more advanced topics related to eligibility, contributions, and distributions, including beneficiary rules, excess contributions, prohibited transactions, and debit card issues. Distinguish between an HSA trustee or custodian’s responsibilities, employer responsibilities, and an HSA owner’s responsibilities.