IRA Transfers, Rollovers & Conversions

Date:

Jul 7, 2026

Register

IRA money moves fast. Are you keeping up or playing catch-up?

From rollovers to conversions, one wrong step can trigger costly mistakes. Get the clarity, confidence, and red-flag awareness you need to guide every transaction the right way before your accountholders (or auditors) start asking questions.

Agenda

Jul 7, 2026
11:00 am - 12:30 pm EST

IRA owners have unprecedented ability to move funds between tax-sheltered plans and may look to you for assistance. Are you ready? This nuts-and-bolts session will go over portability-related rules, terminology, and jargon for common transactions. It will review key transactional red flags to watch out for and common (avoidable) mistakes IRA owners and trustees/custodians make. We’ll also pass along vital working knowledge of transfer, rollover, and conversion transactions on which succinct internal procedures can be based.

Topics

KEY WEBINAR TAKEAWAYS:

  • The difference between an IRA-to-IRA transfer and an IRA-to-IRA rollover
  • IRS reporting implications of transfers and rollovers
  • Unique attributes of asset types held within employer-sponsored retirement plans and the resulting impact on rollover processes
  • IRA conversions: taxes and potential penalties

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?

  • Client service representatives
  • Frontline tellers if they facilitate transfer and rollover transactions
  • Compliance Officers and staff who spot-check IRA transactions
  • Managers and supervisors tasked with finalizing internal policies and procedures
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