Collin W. Fritz presents a variety of IRA, Coverdell ESA, and HSA webinars. Whether you are new to IRAs, CESAs, or HSAs, or a seasoned professional, these web-based  seminars are right  for  you  and your financial institution’s  personnel.  Participate in the  latest  on-line seminars.  See how  no travel,  the convenience of your own office, or home, and a multi-media presentation can enhance the learning process.

Available Webinars

• IRA Law Changes - Review the latest in law changes affecting IRAs, including the New Inherited IRA, changes affecting the military, and all 2008 changes
  
• Basic Traditional & Roth IRAs - Learn the basics of establishing and administering IRAs.
  
• IRA Distributions & Conversions - The webinar includes documentation and administration for all traditional and Roth IRA distributions, including withholding procedures, and Roth Conversions
  
• IRA Transfers, Rollovers & Direct Rollovers - Review procedures and administration required for IRA transfers, rollovers, and direct rollovers, including the new IRA-to-HSA transfer.
  
• IRA Required Minimum Distributions (RMDs) - Learn the RMD calculation methods and exceptions, and administration, including the trust exceptions and the required RMD Notice.
  
• Inherited IRAs - With more and more IRA accountholders naming non-spouse beneficiaries, the administration of Inherited IRAs will only be increasing.  This webinar covers all administrative aspects, including calculating the beneficiary’s RMD.
  
• Excess Contributions & Recharacterizations  -     Whether  a  non-excess   current-year  contribution,   an   excess contribution,  or a recharcterization,  all required procedures are reviewed in the webinar.
  
• Traditional & Roth IRA Reporting - This webinar includes review of IRS Forms 1099-R, 5498, and Fair Market Value Statements, RMD Notices, required beneficiary reporting, electronic reporting to the IRA accountholder/beneficiaries, and reporting corrections.
  
• SEPs & SEP IRAs - Discussion includes the establishment and amending of SEPs & SEP IRAs, employer and employee requirements, and all custodian/trustee requirements.
  
• SIMPLEs & SIMPLE IRAs - This webinar includes the establishment and amending of SIMPLE plans & SIMPLE IRAs, employer and employee requirements, and all custodian/trustee requirements.
  
• Coverdell Education Savings Accounts (CESAs) - Learn CESA eligibility, exceptions, contribution limits, and special reporting.
  
• Health Savings Accounts (HSAs) -
  All aspects of HSA establishment, administration, employer and employee requirements, and custodian/trustee requirements.

Call us for information or visit our website

www.pension-specialists.com for information and to register