Plan Overdraft Services
September 23, 2020/by jkiffmeyerTwo Plans–Two Limits?
September 16, 2020/by jkiffmeyerReduction in Workforce and Partial Plan Terminations
September 9, 2020/by jkiffmeyerPlan Permanency
September 2, 2020/by jkiffmeyerAugust 31 Is 2020 RMD Rollover Deadline For Some
August 25, 2020/by jkiffmeyerSSA’s “Heads Up” on Private Pension Benefits
August 20, 2020/by jkiffmeyerForm 5500 and the Automatic Filing Extension
August 11, 2020/by jkiffmeyerSelf-certification of Coronavirus-related distributions and plan loans
July 29, 2020/by jkiffmeyerQualified plan loans and Coronavirus-related distributions
July 22, 2020/by jkiffmeyer“How did beneficiary distribution options change under the SECURE Act?”
July 15, 2020/by jkiffmeyerReducing or Suspending 401(k) Safe Harbor Contributions Mid-Year under Notice 2020-52
July 6, 2020/by jkiffmeyerCompany Reimbursements—Employee Pay or Not?
June 25, 2020/by jkiffmeyerDOL Filing for Top Hat Plans
June 18, 2020/by jkiffmeyerAuditor’s Report “Disclaimer of Opinion” for Form 5500 Filings
June 10, 2020/by jkiffmeyerIn-Service Distributions from Gov’t. 457(b) Plans
June 3, 2020/by jkiffmeyerAbout
John Carl is Founder and President of the Retirement Learning Center, the nation’s preeminent thought leader on retirement issues. He is the Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR and founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education. John also serves on the Government Affairs Committee for the National Association of Plan Advisors.
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Brainerd, MN 56401
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com