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.
What Are PS 58 Costs?
Partial Plan Termination and the Applicable Period
401(k)s, 403(b)s and MEPs
Can investors still complete Roth Recharacterizations?
Plan Establishment and “Compensation”
Faulty Form 5500 Filings and “Reasonable Cause”
The New Way to Count Participants for Form 5500 Audits
Distributions Affect Saver’s Tax Credit
A SIMPLE Switch
Sweeter Deal Awaits Small Businesses When Starting a Workplace Retirement Plan
How SECURE 2.0 Effects Plan Establishment Deadlines
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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