Webinar | 90-minutes | October 19th, 2026 | 10:00am-11:30am CENTRAL Time | $199

Overview: 

Under the SECURE Act 2.0 there was a requirement for the IRS to issue guidance and forms for rollovers involving company retirement plans to IRAs and other company retirement plans.  This new guidance is not for IRA rollovers and transfers.  During this webinar you will receive information on the five steps of making an IRS approved rollover and the four new forms to make it all happen.  While this guidance is not mandatory at this time and the IRS is asking for comments on several issues, it comes with a message about privacy and numbering of the transactions.  During this webinar learn more about this change and also take a peek at the new 1099R.  You will receive an updated IRA Handbook.

Highlights:

• Five new steps for rollovers
• Four new forms
• Electronic transmission of funds? Maybe?
• Protecting your accountholder privacy concerns
• New 1099R and reporting issues for 2026

Who should attend?

IRA Administrators, Retirement Plan Administrators, Branch Staff, New Accounts and Tellers

Seminar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 40+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance, and Individual Retirement Accounts.

Registration 

The cost to attend this 90-minute webinar is $199 for one connection*. Please register the person you wish to receive the log-in and handouts links.
*You may have as many listeners as you wish for your ONE connection (ONE computer login). If you would like additional logins for additional locations/computers, please contact our office or note names and email addresses in the comments sections of the registration form. A fee of $75 will be billed for each additional login.

Registration fees include instruction, live interaction with the instructor, any materials and manuals used by the instructor (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

Cancellation and More Information

Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If the date of cancellation is less than ten days prior to the meeting, a $75 processing fee will be retained. No refunds will be given for cancellations made the day of the program. If you need additional information, please call (800) 354-3051.