
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.


Lump Sum Distribution Triggers and NUA

PPP Loan and Deductible Employer Contributions

California and Oregon State-Sponsored Retirement Plans

Coronavirus-Related Distributions and State Tax Withholding

Qualified Charitable Distributions in 2020

Suspending Social Security retirement benefits

Retirement Plans for Statutory Employees

Still Time for a 2020 Nonelective Safe Harbor Plan?

401(k) Plan and Embezzlement

Relief for Variable Rate PBGC Premiums

Are conduit IRAs still a thing?
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