204(h) Notice
“My client is merging his firm with another firm, and they…
Updating the Plan Administrator
“In an M&A situation, where the acquiring organization…
ESOP Rebalancing
“One of my clients with an Employee Stock Ownership Plan (ESOP)…
Plan Termination and the Principle of Permanency
“I have a client who set up a cash balance plan a few years…
Fixing Fixed-Rate Cash Balance Plans
“Why are we being told we have to contribute much higher amounts…
Education on Education Policy Statements
“I just attended a training meeting where the speaker mentioned…
401(k) Catch-Up Contributions
“When does a 401(k) deferral become a catch-up contribution?”
ERISA…
Retirement Proposals in the 2024 U.S. Budget
“I heard the 2024 Budget for the U.S. contains some restrictions…
What Are PS 58 Costs?
“My client has life insurance in her 401(k) plan. Her accountant…
Partial Plan Termination and the Applicable Period
“My client suffered an accident and cannot keep employees on…
401(k)s, 403(b)s and MEPs
“One of my clients is a health care association, the members…
Can investors still complete Roth Recharacterizations?
ERISA consultants at the Retirement Learning Center (RLC) Resource…
Plan Establishment and “Compensation”
“My client is a shareholder in an S-Corporation. Can the business…
Faulty Form 5500 Filings and “Reasonable Cause”
“My client who sponsors a 401(k) plan received a notice from…
About
Since being founded by John Carl more than 20 years ago, RLC has been the retirement industry’s go-to resource for outsourced ERISA consulting, thought leadership, and business building value add strategies. RLC’s goal is always to be the nation’s preeminent thought leader on retirement issues.
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233 South Wacker Drive, Suite 8350
Chicago, IL 60606-7147
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com