Payroll Deduction IRA vs. Employer-Sponsored IRA
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“Is there a difference between payroll deduction IRAs and employer-sponsored…
Deadlines for Adopting 401(k) Safe Harbor Provisions
“Is it too late to establish as 401(k) safe harbor plan for…
Sham termination of employment and distributions
“What are the rules regarding firing an employee, allowing…
Changes to hardship distributions for 2019
“Are the rules for hardship distributions from 401(k) plans…
Defined Benefit Plan Annual Funding Notice
What information does the Annual Funding Notice for a defined…
Qualifying for Medicare on Spouse’s Record
“I have a 68-year-old client whose spouse will be 65 this year.…
Suspending Plan Loan Repayments
“Under what circumstances, if any, can a 401(k) plan participant…
SEP and SIMPLE IRA Plans and ERISA Fidelity Bonds
“Do SEP and SIMPLE IRA Plans Require an ERISA Fidelity Bond?”
ERISA…
Distributions from Nonqualified Deferred Compensation Plans
“With respect to distributions from nonqualified deferred compensation…
Safe Harbor Validation of Rollovers
“What responsibility does a plan sponsor have in validating…
Medicare Part B Premium Protection
My client will be 65 this fall and has begun the Medicare application…
Form 5500 Limited-Scope Audit
“What is a Form 5500 limited-scope audit, and how does a plan…
Rollover of Plan Loan Offsets and 402(f) Notices
“Has the IRS issued an updated model plan distribution notice…
Maximum contributions to 403(b), 401(k) and 457(b) plans
“One of my clients participates in a 401(k) plan [her own “solo…
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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Phone: 877-275-7521
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Email: info@retirementlc.com