2026 IRA Roundtable for Financial Institutions

Join us for a roundtable discussion on legal, regulatory, and strategic developments affecting financial services firms sponsoring or offering clients access to individual retirement accounts (IRAs) and other personal retirement accounts.

TOPICS WILL INCLUDE:

• IRA rollovers and recommendations in light of evolving fiduciary standards
• Trump IRAs and Trump “Kid” Accounts: implementation questions and opportunities for financial institutions
• Householding, IRA bonuses, and other promotional offers
• Pooled Employer Plans (PEPs): developments affecting providers and participants
• Reporting obligations, distribution and contribution rules
• Electronic delivery and account opening modernization
• Legislative, regulatory, and enforcement developments shaping retirement and personal savings accounts

CLE Credit

CLE credit in CA, FL, IL, MN, NY*, OH, OR, PA, TX, and VA is currently pending approval. Credit in CT and NJ is pending approval via reciprocity. CLE credit is not available for the viewing of recorded sessions.

*This program qualifies for Newly Admitted Attorneys*

Those seeking CLE credit in any other state may be provided with a General Certificate of Attendance and may apply independently.

CLE Questions?

Please contact CLECreditRequest@morganlewis.com.