Webinars

Whether you're interested in learning the fundamentals or want to explore more advanced topics, Ascensus webinars cover all aspects of retirement, health, and education savings plans. These webinars also are available for digital download so you can view them when it's convenient for you and your team.

Course Overview

2022 Webinar Calendar

IRA, HSA, and Education Webinars Dates Offered (all times listed are CST)
2022 Legislative Update
The rules and regulations governing IRAs, HSAs, and other tax favored savings accounts are constantly evolving, and can be challenging to keep up with. Rely on our industry experts to bring you up to date on recently proposed legislation and regulatory updates that may affect your organization and your clients.
Digital delivery only
Coverdell Education Savings Accounts
Many individuals open Coverdell education savings accounts (ESAs) to help pay for their children's or grandchildren's rising education costs. This webinar provides a comprehensive review of ESAs. Topics include legislative changes, tax benefits, document requirements, eligibility rules, contribution limits, and reporting requirements.
Digital delivery only
HSA Fundamentals
Want to manage a successful HSA program more effectively? During this course, our experts teach on the fundamentals of HSAs and basic HSA compliance rules. You will gain an understanding of HSA benefits, eligibility requirements, documentation and reporting requirements, contribution rules and limits, portability rules, and the difference between qualified and nonqualified distributions. For a deeper dive into HSAs, see HSAs – Advanced.

Digital version of the January 13, 2022 webinar available for purchase


August 23 – 1:00 p.m.

HSAs - Advanced
Take your knowledge of HSAs to the next level with a review of difficult HSA issues regarding eligibility requirements, employer contributions, excess contributions, prohibited transactions, mistaken distributions, and reporting. For a refresher on HSAs, see HSA Fundamentals.

Digital version of the March 15, 2022 webinar available for purchase


September 13 – 10:00 a.m.

HSAs and Medicare
For individuals with an HSA and soon to be eligible for Medicare, it’s critical for them to understand how enrolling in Medicare will affect their HSA. This course will help you gain crucial understanding of effective timing of Medicare enrollment, HSA contribution implications, and how individuals can use their HSAs to pay qualified medical expenses in retirement.
November 15 - 1:00 p.m.
HSAs: Top 10 Wrap-up (2022 Edition)
Our experts will outline the top 10 HSA topics we get questions about on Ascensus’ consulting lines. Join this webinar to see what makes this year’s Top 10 list!
November 3 - 10:00 a.m.
IRA and Employer Plan Rollovers
This course provides answers to your clients’ rollover questions by explaining all the rollover opportunities, including evolving portability rules between IRAs and employer plans. Our experts teach financial organizations how to capture, facilitate, and report rollovers between employer plans and IRAs.
Digital delivery only
IRA Beneficiary Distributions – Part 1
The SECURE Act made significant changes to IRA rules, that included adding complexity to the beneficiary rules. Is your financial organization finding it difficult to understand the options that are available to IRA beneficiaries? This is part one of a two-part comprehensive course covering in-depth aspects of Traditional and Roth IRA beneficiary options that addresses all the changes resulting from the SECURE Act, including essential topics of beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.

Digital version of the May 12, 2022 webinar available for purchase


August 9 – 10:00 a.m.

IRA Beneficiary Distributions – Part 2
Diving deeper into the beneficiary options covered in IRA Beneficiary Distributions – Part 1, in this session you will take a more hands-on approach into handling death year RMDs, beneficiary portability, separate accounting rules, and beneficiary reporting requirements that includes special death year reporting.

Digital version of the May 17, 2022 webinar available for purchase


August 18 – 10:00 a.m.

IRA Contributions and Tax Time
To prepare you for the often-hectic IRA contribution season, this course delivers necessary understanding of Traditional and Roth IRA contribution issues such as deadlines, limits, possible tax credits, certain extensions, and Traditional IRA deductibility rules.
Digital version of the March 8, 2022 webinar available for purchase
IRA Distributions
Understanding the complex withholding and reporting requirements applicable to Traditional and Roth IRA distributions is critical to maintaining a compliant IRA program. From federal tax implications, including how the early distribution penalty tax applies to IRA owners to how IRA distributions are paid out, our expertise provides the know how to get you there.
October 18 – 1:00 p.m.
IRA Excess Contributions and Recharacterizations
This course walks through everything you need to know about excess contributions, including handling recharacterizations. This course covers how excess contributions occur, different excess correction methods, and how you can help an IRA owner correct an excess contribution.
October 6 – 10:00 a.m.
IRA Fundamentals
This course is a must if you are new to IRAs to help build a foundation of the most common IRA transactions and rules. Learn the fundamentals of Traditional and Roth IRAs from contributions and distributions to portability—including the rules associated with rollovers between employer plans and IRAs. For a deeper dive into IRAs, see IRA Advanced.

Digital version of February 24, 2022 webinar available for purchase


September 27 – 3:00 p.m.

IRA Issues: Top 10 Wrap-up (2022 Edition)
Our experts will outline the top 10 IRA topics we get questions about on Ascensus’ consulting lines. Join this webinar to see what makes this year’s Top 10 list!
Digital delivery only
IRA Legal Issues
Although financial organization personnel do not give tax advice to their clients, IRA administrators still may find themselves fielding legal questions. Generally, there is no IRS guidance on how to handle IRA legal issues. This course covers some of the more common legal issues that may arise with IRAs, such as powers of attorney, guardianships, creditors, beneficiary issues, and divorce; as well as how to handle these types of transactions to help mitigate risk for your organization
July 14 – 10:00 a.m.
IRA Reporting Requirements
With IRA reporting requirements constantly changing, it is vital for your financial organization to stay up to date on the latest requirements. This course provides an in-depth review of key IRA reporting topics, including required minimum distribution statements, fair market value statements, account statements, and IRS Forms 1099-R and 5498. Our experts also review the electronic reporting requirements, beneficiary reporting requirements, procedures for requesting extensions, and IRS penalties for improper reporting.

Digital version of the April 5, 2022 webinar available for purchase


December 6 – 1:00 p.m.

IRA Required Minimum Distributions
RMD rules changed recently resulting from the SECURE Act, the CARES Act, and most recently the new life expectancy tables. RMDs make up a large part of most financial organizations’ IRA services and will continue to increase as baby boomers age. Attend this course to ensure that your organization is handling RMDs according to the most current rules. Course topics include RMD calculations, excess accumulation penalty taxes, financial organization responsibilities, and reporting.

Digital version of February 24, 2022 webinar available for purchase


December 8 – 1:00 p.m.

IRA Transfers and Rollovers
Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are up to date and handling these transactions properly. You will learn the difference between transfers and rollovers and direct and indirect rollovers, as well as acquire an understanding of Roth retirement plan assets and portability with Roth IRAs.
Digital version of March 24, 2022 webinar available for purchase
IRA Trust Beneficiary Issues and How to Handle Them
Trust beneficiary questions are one of the most popular topics that come into our consulting lines. Trusts can be used for many reasons, such as estate planning, avoiding probate, and maintaining control over assets. Trusts have become more popular in being named as beneficiary by IRA owners. This course reviews IRC and Treasury Regulations guidance for distributing IRA assets to a trust beneficiary. We also cover compliance concerns that are frequently encountered and the risks financial organizations should be aware of in this legal grey-area.
August 11 – 10:00 a.m.
IRA Withholding Rules - And Getting them Right
Are you confident that you’re adhering to all federal and state withholding rules? The SECURE Act significantly increased penalties for improper withholding notifications. This course covers the requirements for both federal and state withholding, how to properly notify IRA owners of their withholding rights, what to do with the withheld assets, the foreign withholding requirements, and the potential penalties for improperly following the withholding rules.
October 25 – 10:00 a.m.
IRAs and Employer Plans: Recognizing Prohibited Transactions
IRA owners, employer plan participants, and financial organizations can face significant IRS fines and tax ramifications result of a prohibited transaction. This course examines the prohibited transaction rules and common exemptions as they apply to IRAs and employer plans, and financial organizations. Join this session to learn how to identify and prevent prohibited transactions, and possible ways to resolve them once they occur.
September 20 – 1:00 p.m.
IRAs: Building and Maintaining a Compliant IRA Program
Is your financial organization’s IRA program in compliance? Ascensus has conducted countless compliance reviews for financial organizations across the U.S., oftentimes finding compliance concerns that could result in substantial IRS penalties. Being in compliance means following all the IRS requirements for documents, federal and state withholding, and reporting. This course will guide you through these areas of compliancy and provide checklists to help manage the compliance process, helping to ensure IRS penalty-free IRA program.
Digital delivery only
IRAs: Establishing and Amending
For the first time in nearly 20 years, due to the SECURE Act, the IRS is requiring all IRAs to be amended in 2022. To avoid IRS penalties, financial organizations must use the correct and properly amended IRA opening documents. This course provides information on how to properly establish Traditional and Roth IRAs and how to amend IRAs.

Digital version of February 24, 2022 webinar available for purchase


September 15 – 1:00 p.m.

IRAs: Handling Complex Death Claims
Financial organizations are frequently dealt beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues, where there may be no or limited regulatory guidance. This comprehensive course covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. This course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns.
July 12 – 1:00 p.m.
Preparing for the New RMD Regulations
The retirement industry is used to seeing the rules governing IRAs and QRPS constantly change, and this year is no exception. In February, the IRS released its highly anticipated proposed RMD regulations. The proposed regulations address changes made by the SECURE Act and provide other clarifying guidance on RMDs and beneficiary options. During this webinar, we’ll provide a high-level overview of the changes contained in the proposed regulations and explain how they could affect your business.
Digital version of the April 7, 2022 webinar available for purchase
Roth IRAs: What You Need to Know
Learn all aspects of the Roth IRA, including features and benefits and how the Roth IRA stands out from other retirement savings accounts. Leave this course with a more thorough understanding of the tax advantages, contribution eligibility rules, reporting requirements, portability options, and advanced distribution issues, including the often asked about Roth IRA loophole.
Digital delivery only
Understanding the New Withholding Rules
The rules governing IRAs and QRPs are constantly changing. In fact, the IRS recently released new withholding forms and changed how future withholding elections will be determined. During this webinar, organizations will learn about the new withholding form and election requirements. We will provide a high-level overview of the current withholding requirements and then explain what the new rules are and how they will affect our clients' business.
Digital delivery only
Employer Plan Webinars  
Employer Plans: SEP Plans
Are you missing out on opportunities with small business owners who could recognize substantial tax and retirement benefits by setting up a SEP plan? Join this webinar to see why so many small business owners establish SEP plans, especially small, family-owned or independent businesses. SEP plans are easy to establish and maintain and offer business owners a chance to make deductible contributions at their discretion. The employer contribution limit is greater than the regular IRA contribution limit and does not prevent IRA owners from making regular eligible contributions to their IRAs. This course provides an in-depth review of SEP plans, required plan documents, eligibility requirements, contribution limits, and distribution rules.
Digital delivery only
Employer Plans: SIMPLE IRA Plans
SIMPLE IRA plans are ideal for small employers who are looking for an easy-to-maintain plan that allows employees to save for retirement out of their own paycheck. SIMPLE IRA plans, however, are not that simple! This course reviews what you need to know when it comes to being the trustee or custodian of SMIPLE IRA plans, while adhering to IRS requirements to remain compliant, including operational procedures, required plan documents and participant notices, eligibility requirements, contribution limits, portability, and distribution rules.
Digital delivery only

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Professional Development

You can earn continuing education credits through attending our webinars. To see if your designation qualifies, visit our Continuing Education Information page.

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