Comparing profit sharing allocation formulas
October 9, 2018/by jkiffmeyerDefinitions of compensation for plan purposes
October 3, 2018/by jkiffmeyerPayroll Deduction IRA vs. Employer-Sponsored IRA
September 19, 2018/by jkiffmeyerDeadlines for Adopting 401(k) Safe Harbor Provisions
September 5, 2018/by jkiffmeyerSham termination of employment and distributions
August 29, 2018/by jkiffmeyerChanges to hardship distributions for 2019
August 21, 2018/by jkiffmeyerDefined Benefit Plan Annual Funding Notice
August 17, 2018/by jkiffmeyerQualifying 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 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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