Agenda

Oct 27, 2026
11:00 am - 12:30 pm EST

IRA balances and transactions need to be communicated, and IRA trustees and custodians play a big part in the communication cycle. Trustees and custodians are required to report contributions, distributions, fair market values, required distributions, and more, to IRA owners and/or the IRS. In this webinar, we'll go through the required IRA statements and reports enabling you to audit, and update, if necessary, your processes to ensure you're in compliance with the requirements.

Topics

KEY WEBINAR TAKEAWAYS:

• Requirements of and descriptions for primary IRA-related IRS and IRA owner reports and statements
• Deadlines for providing the required IRA owner statements
• Deadlines for providing the required IRS reports
• Source guidance for each statement and report requirement

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.

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.

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