Beneficiary Payouts & Processes

Date:

Mar 3, 2026

Register

Inherited IRA rules have undergone layer upon layer of adjustments over the last several years.

These evolving requirements affect everything from estate planning and wills to day-to-day IRA administration. This focused session will zero in on what matters most: critical information you must gather, must-ask questions that guide compliance, and practical steps that help your clients and institution navigate this ever-shifting landscape.

Agenda

March 2, 2026
11:00 am - 12:30 pm EST

Since 2020, there has been change after change to the rules IRA beneficiaries must follow when they inherit IRA assets. These changes affect beneficiary planning in meaningful ways and will prompt IRA owners to revisit their estate plans, wills, and trusts as they become more and more familiar with the impact of the new rules. Further, the rule changes can drastically change the way IRA administrators manage IRA owner and inherited IRA owner processes and client service strategies. Let us help you distill it down to key information you must gather, and the key questions you must ask, in order to assist your beneficiaries at this critical fork-in-the-road.

Topics

KEY WEBINAR TAKEAWAYS:

  • Information required for capturing turnkey beneficiary designations
  • Best practices for maintaining complete and up-to-date beneficiary information
  • How to research and drill down options given specific beneficiary scenarios
  • Processes for spot-checking payments generated through your system for compliance with the final RMD regulations

This webinar is part of the 2026 IRA Series

Speaker(s)

Loni Porta
Convergent Retirement Plan Solutions, LLC

Loni Porta is the director of education at Convergent Retirement Plan Solutions and has been with the company since 2004. An industry leader in IRA, HSA, and retirement plan education, Loni plans, budgets for, and builds training and education products and solutions for financial organizations nationwide. An avid student of learning styles and adult learning principles, Loni incorporates her skills into Convergent’s training and education products and services. She attended North Dakota State University in Fargo, ND, and came to Convergent after her tenure at Universal Pensions, Inc. (UPI), a nationally recognized retirement consulting and training firm in Minnesota. While at UPI, Loni helped design the industry’s first IRA-specific designation program (the American Bankers Association's Certified IRA Services Professional (CISP) program) and NAFCU’s Certified IRA Professional program.

Additional Information

WHO SHOULD ATTEND?

  • Front-line member service staff who open IRAs and capture IRA owners’ beneficiary designations
  • Compliance staff to whom beneficiary questions are triaged
  • Legal staff reviewing trusts and wills and fielding non-traditional beneficiary requests
  • Back-office personnel charged with tracking down beneficiaries to position accounts for accurate year-end statements and reports
  • IRA managers and supervisors
Fees

Live Webinar - $279

  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions

On-Demand Webinar - $279

  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact
Susan Clark   Silvia Regalado
Professional Development Coordinator   Professional Development Coordinator
o: 317-387-9380   o: 317-387-9380
d: 317-333-7169   d: 317-333-7170
sclark@indiana.bank   sregalado@indiana.bank