In-Service Distributions from Gov’t. 457(b) Plans
“Can a governmental 457(b) plan permit participants to take…
401(k)s, the 2020 RMD Waiver and Rollovers
“My client was told by his human resources representative that…
Social Security and Economic Impact Payments
“My client is retired, receiving Social Security benefits and…
Delayed Deposits of Employee Salary Deferrals Due to Covid-19
“In a recent conversation with one of my plan sponsor clients,…
PPP loans and deductible employer plan contributions
“My client received a Payroll Protection Program (PPP) loan…
Reporting Coronavirus-Related Distributions
“With the creation of Coronavirus-Related Distributions (CRDs)…
CARES Act Payment and IRA Contributions
“My client wants to know the following: 'Can I use my $1,200…
RMDs as annuitized payments
“A unique question arose late last week from an advisor with…
CARES Act Retirement Plan Funding Relief
“With all the recent rule changes, did Congress provide any…
Layoffs and Partial Plan Terminations
“Because of the current economic uncertainty, my client, a…
Reducing or Suspending 401(k) Safe Harbor Contributions Mid-Year
“My client is a business owner and has a standard 401(k) safe…
403(b) Plan RAP Coming to an End March 31
“Is there some kind of amendment deadline coming up with respect…
Missed Deferrals without a QNEC
“Does the IRS always require a plan sponsor to provide a qualified…
American Depositary Receipts and Shares
“My client is asking me about ADRs and whether he can invest…
About
Since being founded by John Carl more than 20 years ago, RLC has been the retirement industry’s go-to resource for outsourced ERISA consulting, thought leadership, and business building value add strategies. RLC’s goal is always to be the nation’s preeminent thought leader on retirement issues.
Quick Links
Contact Us
233 South Wacker Drive, Suite 8350
Chicago, IL 60606-7147
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com