Lump Sum Distribution Triggers and NUA
January 13, 2021/by jkiffmeyerPPP Loan and Deductible Employer Contributions
January 8, 2021/by jkiffmeyerCalifornia and Oregon State-Sponsored Retirement Plans
December 23, 2020/by jkiffmeyerCoronavirus-Related Distributions and State Tax Withholding
December 16, 2020/by jkiffmeyerQualified Charitable Distributions in 2020
December 2, 2020/by jkiffmeyerSuspending Social Security retirement benefits
November 25, 2020/by jkiffmeyerRetirement Plans for Statutory Employees
November 18, 2020/by jkiffmeyerStill Time for a 2020 Nonelective Safe Harbor Plan?
November 12, 2020/by jkiffmeyerCARES Act “Clean-Up in Aisle 9”
November 9, 2020/by jkiffmeyer401(k) Plan and Embezzlement
November 4, 2020/by jkiffmeyerRelief for Variable Rate PBGC Premiums
October 22, 2020/by jkiffmeyerAre conduit IRAs still a thing?
October 14, 2020/by jkiffmeyerState-sponsored retirement plans for private-sector workers
October 8, 2020/by jkiffmeyerTerminating a defined contribution plan
October 1, 2020/by jkiffmeyerPlan Overdraft Services
September 23, 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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