IRA Overview: Traditional, Roth & SEP Plans

IRA Overview: Traditional, Roth & SEP Plans 

Tuesday, November 30, 2021
11:00 am – 12:30 pm Eastern

Plan to attend this lively program to learn about the rules governing traditional IRA, Roth IRA, and SEP plans.  If you are new to the world of IRA plans or are looking for a general update/refresher on IRA or SEP plan rules, this well-timed webinar is the ticket to implementing best practices.  


  • Identify traditional and Roth IRA eligibility requirements
  • Examine IRA contributions limits
  • Review IRA distribution rules and requirements, including qualified, tax-free Roth IRA distributions
  • Distinguish between IRA rollovers and IRA transfers 
  • Follow the requirements for establishing and contributing to SEP plans
  • Use several quick reference charts that will be provided for future reference


Whether you are relatively new to the IRA world or looking for an informative refresher on traditional and Roth IRA rules, this session is for you.  From plan eligibility and contribution rules to portability and plan distribution rules, we will explore the fundamental concepts that will have the greatest impact on your IRA program.  We will also explore the fundamental concepts of SEP plans (Simplified Employee Pension plans) and explain how easily SEP contributions may be made directly into existing traditional IRA accounts.


This session will provide valuable information for staff who deal face-to-face with IRA owners or small business owners. The webinar will also benefit those with IRA operational, supervisory, or managerial responsibilities, as well as licensed insurance and registered representatives.


  • Employee training log 
  • Interactive quiz


Frank J. LaLoggia
LaLoggia Consulting, Inc.

Frank LaLoggia is the President of LaLoggia Consulting, Inc., Rochester, New York, a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings. 

Frank coordinates and conducts retirement plan seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training sessions.  With over 39 years’ experience in employee benefits, he has assisted many leading financial organizations in the pension and financial services industries. Frank has achieved the designation of Deferred Compensation Specialist through Northeastern University’s Center for Continuing Education and The National Retirement Plans Training Conference.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Patti Webb, (614) 610-1877.

Registration Options (Member/Non-Member Pricing)
Live Webinar ($345/$490) – The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at

Recorded Webinar + Free Digital Download ($265/$400)– Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Additional Live Webinar Connections ($175/$260)  – Registering another banker from a different location

Both Live Webinar & Recorded webinar + Free Digital Download ($395/$600)– Includes Live Webinar and Recorded Webinar options above.


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