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.
Linking Student Loan Repayments and 401(k) Plan Contributions
“I’m hearing more and more about 401(k) plans that allow…
Limited Liability Companies and Income for Plan Purposes
“My client, who is a partner in a Limited Liability Company…
Plan Establishment Deadlines
“Is it too late to establish a qualified retirement plan for…
Covid-Related Paid Sick Leave and Salary Deferrals
“My client sponsors a 401(k) plan for her employees. She…
Special Purpose Acquisition Company (SPAC) Investing
“I have a client with the opportunity to invest in a Special…
Definition of Compensation When Safe Harbor Match Eliminated Mid Year
“The company is a safe harbor 401(k) match plan and they pay…
Lump Sum Distribution Triggers and NUA
“I recently took on a client who has stock of his employer…
PPP Loan and Deductible Employer Contributions
“My client received a PPP loan for his small business to help…
California and Oregon State-Sponsored Retirement Plans
“I have several clients who are employers based in California…
Coronavirus-Related Distributions and State Tax Withholding
“I know that CRDs are not subject to federal income tax withholding…
Qualified Charitable Distributions in 2020
“I have a client who consistently has made Qualified Charitable…
About
Since being founded by John Carl more than 20 years ago, RLC has been the retirement industry’s go-to resource for outsourced ERISA consulting, thought leadership, and business building value add strategies. RLC’s goal is always to be the nation’s preeminent thought leader on retirement issues.
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Phone: 877-275-7521
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Email: info@retirementlc.com