Deferral election timing for the self employed
December 11, 2018/by jkiffmeyerWhat is a Long-Term Incentive Plan?
December 7, 2018/by jkiffmeyerDiscretionary plan trustee vs. directed trustee
November 28, 2018/by jkiffmeyerRetirement Savings Tax Credit
November 21, 2018/by jkiffmeyerDefined contribution plans and QJSA/QOSA/QPSA requirements
November 13, 2018/by jkiffmeyer403(b) 15 years-of-service catch-up contribution election
October 30, 2018/by jkiffmeyerRollovers to SIMPLE IRAs
October 23, 2018/by jkiffmeyerLike plans for lump sums
October 17, 2018/by jkiffmeyerComparing 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 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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