SIMPLE IRA Plan Annual Notices
What are the annual notice requirements for a SIMPLE IRA plan?
ERISA…
October–Think “Recharacterization Deadline”
Is it too late to recharacterize a Roth conversion for 2016?
ERISA…
Waiver of the 60-Day Rollover Time Limit
“My client has heard there is a way to obtain a waiver of the…
Setting Up a SIMPLE IRA Plan
“My client and I want to know if there is a deadline for establishing…
When are safe harbor 401(k) employer contributions distributable?
“My client is age 47. Can he take a distribution of his safe…
Can NUA in employer stock count towards an RMD?
"Can the portion of a distribution from a 401(k) plan that takes…
How do the IRS and DOL determine whether a closed MEP exists?
“What criteria do the Internal Revenue Service (IRS) and Department…
What Constitutes a Partial Plan Termination?
"My client is in the process of acquiring another company, which…
Non Statutory Stock Options and 401(k) Deferrals
“My client has participants in his company’s 401(k) plan…
401(k) Plan Comparative Fee Chart
“My client, who has a 401(k) plan, timely distributed the plan’s…
Change in Plan Blackout Ending Date
“My client is changing his 401(k) plan to a new record…
The Golden Age of Pensions: Another Fairy Tale
Independent thought leadership—it’s not just a lame tagline to us.
Cyber Security and Retirement Plans
“With so many examples of data hacking in the news, I’m curious…
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