Requesting Plan Documents—What’s Included?
“I’ve been working with a 401(k) plan committee on governance…
Real Estate Agents and Retirement Plans
“A client of mine is a real estate agent who receives income…
ERISA Fidelity Bond Failure—So what?
“I’m aware of a business retirement plan that has not maintained…
No More Age Restriction for Traditional IRA Contributions
“My client is 80 and still working. She wants to put some money…
401(k) Plans for Owner-Only Businesses
“Can an unincorporated, owner-only business have a 401(k) plan…
Retirement Plan Benefits and Prenuptial Agreements Do Not Mix
“My client asked me what effect, if any, a prenuptial agreement…
Active Plan Participation May Affect IRA Deductibility
“Active participation in an employer’s retirement plan can…
The Line Between Education and Fiduciary Advice
Does the industry have a clear definition of what the Department…
How to Make a Legit $28,000 IRA Contribution
A colleague of mine said a 60-year-old couple who is a client…
Does the receipt of dividends on employer stock held in a 401(k) plan negate a lump sum distribution?
"One of my clients is currently receiving quarterly dividend…
Retiree Income is Higher Than We Thought
By W. Andrew Larson, CPC
Trigger warning: This blog post highlights…
Linking Student Loan Repayments and 401(k) Plan Contributions
“I’m hearing more and more about 401(k) plans that allow…
Limited Liability Companies and Income for Plan Purposes
“My client, who is a partner in a Limited Liability Company…
Plan Establishment Deadlines
“Is it too late to establish a qualified retirement plan for…
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