Qualifying for Medicare on Spouse’s Record
August 1, 2018/by jkiffmeyerSuspending Plan Loan Repayments
July 24, 2018/by jkiffmeyerSEP and SIMPLE IRA Plans and ERISA Fidelity Bonds
July 19, 2018/by jkiffmeyerDistributions from Nonqualified Deferred Compensation Plans
July 11, 2018/by jkiffmeyerSafe Harbor Validation of Rollovers
July 2, 2018/by jkiffmeyerMedicare Part B Premium Protection
June 21, 2018/by jkiffmeyerForm 5500 Limited-Scope Audit
June 12, 2018/by jkiffmeyerRollover of Plan Loan Offsets and 402(f) Notices
May 30, 2018/by jkiffmeyerMaximum contributions to 403(b), 401(k) and 457(b) plans
May 21, 2018/by jkiffmeyerPlan documents for 403(b) plans
May 8, 2018/by jkiffmeyerForms of SEP plan documents and when to use them
May 3, 2018/by jkiffmeyerUsing unused PTO as 401(k) plan contributions
April 26, 2018/by jkiffmeyerIRC §401(h) Plans
April 19, 2018/by jkiffmeyerCorrecting IRC §409A Plan Compliance Errors
April 12, 2018/by jkiffmeyerComplete discontinuance of profit sharing plan contributions
April 3, 2018/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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