WBA Advanced IRA Workshop

WBA Office
4721 South Biltmore Lane, Madison

VIRTUAL OPTION: The best attendance option comes through attending in person at our office in Madison, as attendees enjoy breaks and meal time for extra networking. We understand that the travel to Madison may prohibit attendance for some, so the livestreaming option is also available. Livestream attendees will hear and see the full speaker presentation, but will not experience that exchange of questions and thoughts between the in person attendees.

Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.

Course Topics May Include:

IRA Update:

• Explain recent changes affecting IRA owners
• Recognize how recent changes may affect your financial organization

Amending IRA Documents:

• Identify recent amendment guidance
• Define plan agreement and disclosure statement amendment procedures
• Describe a universal or “catch-all” amendment
• List the amendment need for mergers, acquisitions, and forms provider changes

Required Minimum Distributions:

• Calculate a required minimum distribution (RMD)
• Discuss the RMD rules
• Explain the RMD reporting requirements

Beneficiary Options:

• Describe beneficiary distribution options when an IRA owner dies on or after January 1, 2020
• Recognize the differences for the various beneficiary types

Advanced Portability:

• Summarize the restrictions on the movement between IRAs
• Describe a conversion
• Explain the effect of withholding on a conversaion
• Recognize the portability options available when moving assets from an employer-sponsored retirement plan to an IRA

Finding Answers to Commonly Asked IRA Questions:

• Review commonly asked IRA questions
• Learn about the resources available to find answers

Registration Information:

The registration fee of $275/attendee includes program registration, instruction and materials, and refreshment breaks and lunch for those attending in Madison.

*Virtual attendance is also available for $275/attendee for those who prefer to attend virtually and/or need to watch the recorded session afterwards. Registration for livestream access provides one connection for the individual who is registered. Additional attendees from the bank who also would like to attend and receive materials should register separately. Each individual virtual attendee can request a verification of attendance upon completion of the program (whether attending live during the livestream or watching the on-demand recording).

Refund Policy: A refund, less a $25 administrative fee, is provided for written cancellations received by WBA on or before March 3, 2026. All requests for cancellations or substitute registrations must be provided in writing to WBA Education.