2026 Virtual IRA Conference
IRA providers continue to adjust their procedures, forms, and communications to comply with recent law changes. The SECURE Act 2019, proposed RMD regulations, the SECURE 2.0 Act, final RMD regulations, and yet another round of proposed RMD regulations have created substantial and ongoing challenges. These changes affect nearly every aspect of IRA administration, including eligibility, funding, withholding, reporting, required minimum distributions, and inherited IRA distributions. And the IRS continues to issue guidance on these changes. So, staying compliant while aiming at a moving target can be challenging. Keeping abreast of these changes—while not always easy—is crucial to running a compliant IRA program. These courses can help! Convergent Retirement Plan Solutions’ staff prides itself on digging into the rules for you and helping make them more understandable. The webinars will be held live on three consecutive mornings. Each paid attendee will receive an IRA Reference Manual, a copy of the instructor’s presentation for each day for which you register, and relevant job aids that summarize the rules. The same manual is used for all sessions.
Who Should Attend: From new hires to seasoned in-house IRA gurus, this jam-packed three-session training offers something for everyone involved with IRAs including, but not limited to,
• new account representatives,
• certificate of deposit personnel,
• savings counselors,
• accountholder service representatives,
• investment and trust personnel,
• compliance officers, and
• any others who oversee IRA operations.