August 18

1:00 - 2:00 p.m. (ET) 

VIRTUAL

SIFMA Member Briefing: Trump Accounts & IRAs

SIFMA hosted a member briefing on the latest Trump Accounts implementation guidance

Trump Accounts are now live, and implementation continues to evolve as the U.S. Department of the Treasury and the Internal Revenue Service issue additional guidance. While firms have greater clarity on many operational and administrative requirements, important questions remain.

SIFMA subject-matter experts and Lindsay Jackson of Morgan Lewis reviewed the latest guidance on Trump Accounts, including what firms should know about transfers, portability, eligible investments, and the eventual conversion of Trump Accounts to traditional IRAs. The session featured an audience-specific discussion and Q&A.

FOR

Private Client & Wealth Management Firms

• Client education and account servicing considerations 
• IRA conversion requirements and planning 
• Common client questions and implementation updates

FOR

Asset Management Firms

• Eligible investment guidance and product considerations 
• Distribution opportunities and operational implications 
• How Trump Accounts fit within the broader retirement savings landscape

FOR

Operations and Infrastructure

• Account setup, servicing, and reporting considerations 
• Guidance on transfers, portability, and contribution administration 
• Outstanding implementation questions and next steps for firms

Agenda

All times in Eastern Time and subject to change.

1:00 P.M. - 1:05 P.M.
Welcome Remarks

Lisa Bleier, Managing Director and Associate General Counsel, Head - Wealth Management, Retirement and State Government Relations, SIFMA

1:05 P.M. - 1:45 P.M.
Panel Discussion

Panelists:
Lindsay B. Jackson, Partner, Morgan Lewis
Nicole Swift, Vice President, Retirement Policy, SIFMA

Moderated by:
Lisa Bleier, Managing Director and Associate General Counsel, Head - Wealth Management, Retirement and State Government Relations, SIFMA

1:45 P.M. - 2:00 P.M.
Q&A

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