Valuing employer stock in an ESOP
“My client has an employee stock ownership plan (ESOP). How…
Retirement and life insurance in a qualified retirement plan
“My client has a life insurance policy inside his profit sharing…
Adding In-Service Distributions to a Company’s Retirement Plan
“What are the considerations around adding an in-service distribution…
Tax Reporting of Retirement Plan Contributions for Unincorporated Businesses
“Tax season has me wondering how sole proprietors deduct contributions…
Proxy voting on securities held in qualified plans
“Who or what entity is responsible for proxy voting[1] on securities…
What is an 83(b) election?
“One of my 401(k) clients also has some restricted stock awards…
How is it possible to make a $27,000 IRA contribution by April 15, 2019?
“A colleague of mine said a 60-year-old client couple of his…
Relief for delinquent Form 5500-EZ filers
“I have several clients who run owner-only businesses that…
Economically targeted investing—ERISA considerations
“A number of my clients have asked about economically targeted…
Deferral limit, multiple plans and excess deferrals
“What is a plan participant’s deferral limit if he or she…
401(k) After-Tax Contributions May Be Testy–But Worth It
“What are the limitations, if any, on making after-tax contributions…
When SIMPLE IRA plans are not so simple Part II the 100-employee limit
“My client maintains a SIMPLE IRA plan for his small business.…
When SIMPLE IRA plans aren’t so simple Part 1 Mergers and Acquisitions
Following an acquisition, can a business owner continue to offer…
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.
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Chicago, IL 60606-7147
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com