2018 IRA & HSA update & hot topics

January 17, 2018

As a new year begins, the start of another IRA and HSA season is upon us. Get prepared early with a timely overview of the new rules, regulations, plan documents, and contribution limits taking effect in 2018. Whether you work directly with IRA and HSA owners or your role includes operational, reporting, or managerial responsibilities, this session on Tuesday, January 23, from 3:00 P.M. to 4:30 P.M., will provide practical insights into the latest IRA and HSA issues.

For those participating in this webinar, you can expect to cover:

  • Traditional IRA, Roth IRA, and HSA contribution limitations and eligibility
  • Late-breaking news, proposed legislation, and the potential effects on IRA and HSA accounts, including the status and implications of tax-reform legislation
  • Hottest IRA and HSA topics: the most common questions asked in 2017
  • Safe harbor rules for de minimis reporting errors
  • Responsibilities of the IRA custodian vs. the IRA owner when self-certifying for an extension of the 60-day rollover period
  • Areas of IRS Priority Guidance that will impact IRA and HSA accounts in the near future


After participating in this webinar, attendees will receive: An employee training log and a quiz you can administer to measure staff learning and a separate answer key.

This webinar is offered through the League's partnership with the CU Webinar Network. For more information or to register, please click here.