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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jkiffmeyer2021-01-20 18:03:172021-01-20 18:03:17Definition of Compensation When Safe Harbor Match Eliminated Mid Year
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jkiffmeyer2021-01-13 15:51:482021-01-13 15:51:48Lump Sum Distribution Triggers and NUA
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jkiffmeyer2021-01-08 09:42:462021-01-08 09:42:46PPP Loan and Deductible Employer Contributions
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jkiffmeyer2020-12-23 16:23:022020-12-23 16:23:02California and Oregon State-Sponsored Retirement Plans
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jkiffmeyer2020-12-16 17:59:282020-12-16 17:59:28Coronavirus-Related Distributions and State Tax Withholding
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jkiffmeyer2020-12-02 16:35:422020-12-02 16:57:27Qualified Charitable Distributions in 2020
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jkiffmeyer
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jkiffmeyer2020-11-25 11:07:022020-11-25 11:07:02Suspending Social Security retirement benefits
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jkiffmeyer2020-11-18 14:17:492020-11-18 14:17:49Retirement Plans for Statutory Employees
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jkiffmeyer2020-11-12 11:00:472020-11-12 11:00:47Still Time for a 2020 Nonelective Safe Harbor Plan?
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jkiffmeyer2020-11-04 10:16:532020-11-04 10:16:53401(k) Plan and Embezzlement
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jkiffmeyer2020-10-22 10:04:142020-10-22 10:04:14Relief for Variable Rate PBGC Premiums
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jkiffmeyer2020-10-14 16:52:582020-10-14 16:52:58Are conduit IRAs still a thing?