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.
https://retirementlc.com/wp-content/uploads/2017/06/Blog-new-rules.jpg
600
800
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2020-01-24 14:15:532020-01-24 14:15:53SECURE Act Increases Late Filing Penalties
https://retirementlc.com/wp-content/uploads/2018/08/Dollar-Sign-1.jpg
640
640
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2020-01-14 16:26:542020-01-14 16:26:54Returning Contributions under a Mistake of Fact
https://retirementlc.com/wp-content/uploads/2017/06/Blog-rules-e1531318286328.jpg
300
400
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2020-01-08 16:57:252020-01-08 16:57:25SECURE RMDs
https://retirementlc.com/wp-content/uploads/2019/05/yin-yang-2024615_640-e1558554560719.png
247
250
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2019-12-10 15:14:522019-12-10 15:14:52Oops ... How to fix switched contributions
https://retirementlc.com/wp-content/uploads/2018/01/HSA-v3.jpg
300
300
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2019-12-04 15:36:292019-12-04 15:36:29Qualified HSA Funding Distribution
https://retirementlc.com/wp-content/uploads/2018/03/question-2309037_640.jpg
640
640
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2019-11-20 13:34:342019-11-20 13:34:34Does your plan need IRS Form 8822-B?
https://retirementlc.com/wp-content/uploads/2018/08/Dollar-Sign-1.jpg
640
640
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2019-11-13 15:10:072019-11-13 15:10:07DC Plan Amendments and Accrued Benefits
https://retirementlc.com/wp-content/uploads/2019/11/sign-1804067_640.png
426
640
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2019-11-06 11:30:152019-11-06 11:30:15A tale of two 457(b) plans
https://retirementlc.com/wp-content/uploads/2017/06/Blog-retirementplan.jpg
600
800
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2019-10-30 10:13:172019-10-30 10:13:17Reclassified Workers
https://retirementlc.com/wp-content/uploads/2017/06/Blog-pension.jpg
600
800
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2019-10-23 12:53:412019-10-23 12:53:41Purchasing Service Credits in a Defined Benefit Plan
https://retirementlc.com/wp-content/uploads/2017/06/Blog-pension-benefits-e1570653014647.jpg
480
640
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2019-10-09 15:36:252019-10-09 15:36:25Hybrid retirement plans
https://retirementlc.com/wp-content/uploads/2019/10/binoculars-1015267_640.jpg
640
640
jkiffmeyer
https://retirementlc.com/wp-content/uploads/2017/05/retirementlearninglogo.png
jkiffmeyer2019-10-02 16:25:542019-10-02 16:27:44Where, oh where, have my retirement benefits gone?