How SECURE 2.0 Effects Plan Establishment Deadlines
“Did SECURE 2.0 affect the deadline for establishing retirement…
New RMD Rules to Live By
“It seems there were several changes to required minimum distributions…
New RMD Age and Plan Delay
“Several of my clients’ qualified retirement plans include…
Mandatory Automatic Enrollment—Is My Plan Grandfathered?
“My client established a new 401(k) plan effective 1/1/2023.…
CalSaver’s Plan and Federal Plan Startup Tax Credit
“A number of my business clients have been required to adopt…
403(b)s and CITs—Yes or No?
“I’ve heard conflicting statements on whether SECURE Act…
Group of Plans Audit Requirement
A recent call with a financial advisor from Minnesota dealt with…
Too Late for a SAR?
“My client has not distributed the summary annual report (SAR)…
The ABCs of 401(h) Plans
“My client asked what are considered qualified medical expenses…
Is There Still Time for a Safe Harbor Plan for 2022?
“My client, who has a traditional 401(k) plan, would like to…
The Dos and Don’ts of Aggregating Required Minimum Distributions
“I have a 72-year-old client who is retired. He has numerous…
Roth IRA or In-Plan Conversion Deadline for 2022 Taxation
“My client wants to complete a Roth conversion. Is there a…
Don’t Forget About the Benefits of a Qualified Charitable Distribution for 2022
“I have an 84-year-old client with a multi-million dollar IRA. …
401(k)s and Davis Bacon “Prevailing Wage” Rules
“One of my clients has employees who are subject to a prevailing…
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.
Quick Links
Contact Us
233 South Wacker Drive, Suite 8350
Chicago, IL 60606-7147
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com