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.
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RLCadmin
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RLCadmin2019-03-14 18:53:302019-03-15 10:24:17How is it possible to make a $27,000 IRA contribution by April 15, 2019?
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jkiffmeyer
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jkiffmeyer2019-03-05 16:30:352019-03-05 16:30:35Relief for delinquent Form 5500-EZ filers
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jkiffmeyer
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jkiffmeyer2019-02-28 09:33:052019-02-28 09:33:05Economically targeted investing—ERISA considerations
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jkiffmeyer
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jkiffmeyer2019-02-21 09:18:122019-02-21 09:18:12Deferral limit, multiple plans and excess deferrals
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jkiffmeyer
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jkiffmeyer2019-02-13 12:32:252019-02-13 15:50:10401(k) Record Retention Rules
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jkiffmeyer
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jkiffmeyer2019-02-07 10:45:102019-02-07 10:51:11401(k) After-Tax Contributions May Be Testy--But Worth It
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jkiffmeyer
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jkiffmeyer2019-01-29 10:57:052019-01-29 10:57:05When SIMPLE IRA plans are not so simple Part II the 100-employee limit
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jkiffmeyer
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jkiffmeyer2019-01-17 12:17:582019-01-29 10:59:01When SIMPLE IRA plans aren't so simple Part 1 Mergers and Acquisitions
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jkiffmeyer
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jkiffmeyer2019-01-08 17:00:082019-01-08 17:00:08Annuity provider selection safe harbor for defined contribution plans
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jkiffmeyer
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jkiffmeyer2018-12-18 16:58:492018-12-18 16:58:49Correcting governmental 457(b) plans
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jkiffmeyer
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jkiffmeyer2018-12-11 16:58:072018-12-11 16:58:07Deferral election timing for the self employed
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jkiffmeyer
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jkiffmeyer2018-12-07 11:26:112018-12-07 11:30:23What is a Long-Term Incentive Plan?