2018 IRA Legislative Update


Legislation and guidance that affects IRAs is constantly evolving. This WiBinar will provide an overview of what has changed in the IRA world over the past year and will bring attendees up to date on recent legislation, reporting guidance, and related pronouncements.

To request playback, email Montana Townsend at mtownsend@westernbankers.com

Learning Objectives:

  • Discuss how Public Law Number 115-97, the final tax reform bill, affects IRAs
  • Learn latest developments on final fiduciary regulations and state-based payroll deduction IRA programs
  • List 2018 COLAS
  • Review upcoming proposed legislation


Mike Rahn
Consultant, ERISA Compliance Department

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar:

This WiBinar is ideal for: