ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. We bring Case of the Week to you to highlight the most relevant topics affecting your business.
Reducing PBGC Premium Costs
“One of my plan sponsor clients with a defined benefit plan…
New Cash Out Limit—Mandatory or Not?
“SECURE Act 2.0 increased the plan cash-out limit to $7,000.…
Year-End Tax Reminders
A recent call with a financial advisor in Pennsylvania is representative…
New Annual Reminder Notice for Unenrolled Participants
"The recordkeeper for my client’s retirement plan announced…
Special Notice Requirements for 401(k) Discretionary Matching Contributions
“Can you explain the special written disclosure rules that…
There’s More to Love about Qualified Charitable Distributions in 2023
“Can you summarize the rules and changes to qualified charitable…
Cash Balance Plan Amendment for Market Value Return
“My client wants to stabilize his company’s employer contributions…
Determining Governmental Entities
“I’m working with a special district within my local county…
Secondment Employment Agreements
“My client is being offered a Secondment Agreement for working…
Delaying a Plan Audit
“My client started a 401(k) plan for her business last year…
What is a 414(k) Plan?
"My client emailed me asking about a '414(k) plan.” Is that…
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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Chicago, IL 60606-7147
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com