Webinars

In this webinar, we’ll discuss how onboarding is different from orientation, and help you build or revitalize onboarding in order to set your new employees up for success.

In the last 3 years, we have had the most substantial changes to IRAs since 2002. The difference today is that there are still many outstanding issues that need to be resolved. This webinar is a thorough review of what's changed and what's in limbo.

In this course, we’ll discuss the key elements in building a comprehensive and effective security awareness program, and help you start to understand what it means to build a security-first culture.

Well, the IRS did it again. On July 14, 2023, they issued IRS Notice 2023-54 and kicked the can down the road for the second time by postponing the implementation of the Proposed Regulations that were released in February 2022 regarding mandatory distributions for non-spouse beneficiaries. In addition, the late signing of the SECURE Act 2.0 which raised the Required Minimum Distribution age for the second time in 3 years really created a lot of speculation and confusion on its effective date.

In this short webinar, we’ll address the problems faced by Silicon Valley Bank and other recently failed banks, and anticipate questions your customers may be asking you. We’ll sort our way through what has happened and ensure you’re prepared with the right information to understand the present situation, as well as address concerns throughout the industry.

We will break down the essential rules and forms of IRA accounts. Discussing the difference between an IRA 'plan' vs. an IRA 'account' and the types of IRA products will get you on your way to building the foundation of knowledge for these often complicated accounts.

After you have tackled the basic portion of IRAs, it’s time to delve into the more complicated topics, where confusion breeds inconsistency. The more troublesome areas of retirement accounts are moving IRAs as “rollovers” vs. “transfers” and distributions to IRA owners and beneficiaries.

If you feel like you are a member of the group "IRA Beneficiary-Confused", you are not alone. Over the years, the IRS has changed the methods of payments to beneficiaries many times - but nothing like the mess they have created in the last 3 years. And they still can't make up their minds. No wonder there are so many different interpretations of the rules and regulations. Let's straighten out the confusion!

This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.