
ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. We bring Case of the Week to you to highlight the most relevant topics affecting your business.


Active Plan Participation May Affect IRA Deductibility

The Line Between Education and Fiduciary Advice

How to Make a Legit $28,000 IRA Contribution

Does the receipt of dividends on employer stock held in a 401(k) plan negate a lump sum distribution?

Linking Student Loan Repayments and 401(k) Plan Contributions

Limited Liability Companies and Income for Plan Purposes

Plan Establishment Deadlines

Covid-Related Paid Sick Leave and Salary Deferrals

Special Purpose Acquisition Company (SPAC) Investing

Definition of Compensation When Safe Harbor Match Eliminated Mid Year

Lump Sum Distribution Triggers and NUA
About
John Carl is Founder and President of the Retirement Learning Center, the nation’s preeminent thought leader on retirement issues. He is the Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR and founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education. John also serves on the Government Affairs Committee for the National Association of Plan Advisors.
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Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com