Remote Witness
“A plan participant would like to use an online notary for…
March 1st and Excess Salary Deferrals
“Why is March 1st an important date with respect to excess…
Nongovernmental 457(b) plans and rollovers … the two don’t mix
My client works for a nonprofit hospital that has a 457(b) plan.…
State and Local Plans for Public Employees—Are They Protected?
An advisor asked: I know private-sector qualified plans are protected…
Long-Term Part-Time Employees and Liberal Plan Entry
My client is concerned about the Long-Term Part-Time Employee…
Suspending Social Security retirement benefits
My client who is 68 heard that he could suspend his Social Security…
SIMPLE IRA Plan Termination and Two-Year Rollover Rule
“One of my clients terminated his SIMPLE IRA plan at the end…
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…
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