What does it take to be a QACA?
“Does the IRS have specific requirements that apply to an automatic…
Decrease in Employer Stock Value
“I’m familiar with employer stock and the special tax treatment…
Fiduciary Rule Transition
What New Disclosure is Required during the Fiduciary Rule Transition…
Definition of Disability for Early Distribution Penalty
What is the definition of disability for purposes of…
Nonprofit with 401(k) and 403(b)
Can a 403(b) plan merge with a 401(k) plan?
“I have a tax-exempt…
Plan Participation and IRA Contributions
Plan Participation and IRA Contributions
“A client of…
Education Policy Statement
Education Policy Statement
“What is an Education Policy…
The “High 25” and Benefit Restrictions
The “High 25” and Benefit Restrictions
“My client, a…
Rollovers as Business Startups (ROBS)
Rollovers as business startups (ROBS)
“One of my clients,…
Five percent Owner and Stock Options to Consider
Stock Options and Determining a “Five-Percent Owner”
“One…
H-1B Workers in the Retirement Plan?
H-1B Workers
“What are H-1B workers, and must…
Time to Deal with Mergers
Time for Managing a Plan Merger
“My client is working through…
What is the Definition of Compensation for HCEs
What is the definition of compensation for determining HCEs?
“What…
Possible Delay for Investment Advice Fiduciary Regulations
Will the DOL Investment Advice Fiduciary Rules Face a Regulatory…
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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233 South Wacker Drive, Suite 8350
Chicago, IL 60606-7147
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com