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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jkiffmeyer2021-06-09 10:19:232021-06-09 10:19:23Are Governmental Plans Exempt from ERISA?
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jkiffmeyer2021-06-02 09:20:032021-06-02 09:20:03Five-Part Test Involves Reasonable Understanding
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jkiffmeyer2021-05-26 10:17:222021-05-26 10:17:22What Makes a Plan an Electing Church Plan?
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jkiffmeyer2021-05-19 09:42:422021-05-19 09:49:47Requesting Plan Documents—What’s Included?
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jkiffmeyer2021-05-12 13:51:482021-05-12 13:51:48Real Estate Agents and Retirement Plans
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jkiffmeyer2021-05-04 15:38:402021-05-04 15:38:40ERISA Fidelity Bond Failure—So what?
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jkiffmeyer2021-04-27 17:00:492021-04-27 17:00:49No More Age Restriction for Traditional IRA Contributions
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jkiffmeyer2021-04-21 09:08:572021-04-21 09:08:57401(k) Plans for Owner-Only Businesses
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jkiffmeyer2021-04-14 11:43:362021-04-14 11:43:36Retirement Plan Benefits and Prenuptial Agreements Do Not Mix
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jkiffmeyer2021-04-07 16:32:282021-04-07 16:32:28Active Plan Participation May Affect IRA Deductibility
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jkiffmeyer2021-04-01 10:08:122021-04-01 10:09:14The Line Between Education and Fiduciary Advice
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jkiffmeyer2021-03-24 08:39:392021-03-24 08:39:39How to Make a Legit $28,000 IRA Contribution