Feb 25, 2026 to Feb 26, 2026
IRA providers continue to adjust their procedures, forms, and communications to comply with recent law changes. The SECURE Act 2019, proposed RMD regulations, the SECURE 2.0 Act, final RMD regulations, and yet another round of proposed RMD regulations have created substantial and ongoing challenges. These changes affect nearly every aspect of IRA administration, including eligibility, funding, withholding, reporting, required minimum distributions, and inherited IRA distributions. And the IRS continues to issue guidance on these changes. So staying compliant while aiming at a moving target can be challenging.
Keeping abreast of these changes—while not always easy—is crucial to running a compliant IRA program. These courses can help! Convergent Retirement Plan Solutions’ staff prides itself on digging into the rules for you and helping make them more understandable. You will receive an IRA Reference Manual, a copy of the instructor’s presentation for each day for which you register, and relevant job aids that summarize the rules.
PDF Brochure
8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
12:00 Noon Lunch (included)
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
Day two will conclude at 3pm EST.
IRA Basics - February 25, 2026
Join us for the IRA Basics course for a full-circle overview of IRAs and the associated rules. This course is perfect for those new to IRAs and is a helpful refresher and update for those needing to “unlearn” some old rules because of the many recent changes. During day one, we’ll provide you with a solid foundation of the basic IRA rules, both old (if still applicable) and new. We’ll also give a summary of the rules surrounding Health Savings Accounts (HSAs).
IRA Update - February 26, 2026
During day two, we move quicker. We review recent changes and point out rule changes that appear imminent. We’ll also focus on issues that create more errors or that arise less frequently, thereby causing staff stress and nervousness. After thoroughly examining the new rules and their impact on IRA owners, beneficiaries, and providers, we’ll discuss concrete steps your financial organization can take to help ensure ongoing compliance, while also providing top-notch customer service. We've built in time for attendees to share real-life scenarios from their experiences with clients and will work through them together during the sessions. We also allow ample time to discuss issues that trip you up the most.
IRA School
Basic Issues- February 25, 2026
Update Issues- February 26
Loni Porta, Director of Education, Convergent
Loni is the director of education at Convergent and has been with the company since 2004. An industry leader in IRA, HSA and retirement plan education, Loni plans, budgets for and builds training and education products and solutions for financial organizations nationwide. Loni also teaches courses in all delivery formats. She has mastered various learning management solutions as well as various online courseware development tools. An avid student of learning styles and adult learning principles, Loni incorporates her skills thoughtfully into Convergent’s training and education products and services. Loni attended North Dakota State University in Fargo, ND, and came to Convergent after her tenure at Universal Pensions, Inc. (UPI), a nationally recognized retirement consulting and training firm in central MN. During her tenure at UPI, Loni helped design the industry’s first IRA-specific designation program (the American Bankers Association's Certified IRA Services Professional (CISP) program) and NAFCU’s Certified IRA Professional program.
The following fees include the program, training materials, continental breakfast, lunch & refreshments:
IBA Members
$495 for Both Days
$275 IRA Basics Only
$275 Update IRAs Only
Who Should Attend?
Everyone who is involved with IRA establishment, operations, and compliance. Whether you are looking to gain basic knowledge of IRAs, raise your comfort level, or sharpen your skills with the most up-to-date rules and regulations, this two-day offering will cover it all. Even if you are brand new to IRAs, you can slide into the IRA Basics session and learn—and more importantly retain—critical concepts.
From new hires to seasoned in-house IRA gurus, these courses offer something for all IRA professionals including:
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non-member rates. Non-Members subject to a 100% Surcharge.
These seminars will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd., Suite 155E, Indianapolis, IN 46240.
Laurie Rees, Senior Vice President of Professional Development
lrees@indiana.bank
317-387-9380
Molly Gibbs, Assistant Vice President, Education & Training
mgibbs@indiana.bank
317-333-7161
Katie Yates, Professional Development Coordinator
kyates@indiana.bank
317-333-7162
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations the day before or absences on the day of the program. Substitutions are welcome at anytime.