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.
401(k) Plan and Embezzlement
“If a former employee embezzled money from his employer (who…
Relief for Variable Rate PBGC Premiums
“My client is delaying a portion of her defined benefit plan…
Are conduit IRAs still a thing?
“My client wants to take an in-service distribution from his…
State-sponsored retirement plans for private-sector workers
“Which states, if any, have enacted or proposed legislation…
Terminating a defined contribution plan
“My client is thinking of terminating the 401(k) plan for her…
Plan Overdraft Services
“A bank serves as the trustee of my client’s retirement plan.…
Two Plans–Two Limits?
“My client is a fireman who participates in the department’s…
Reduction in Workforce and Partial Plan Terminations
“My client had a 35 percent reduction in workforce in January…
Plan Permanency
“I have a client who set up a defined benefit plan last year…
August 31 Is 2020 RMD Rollover Deadline For Some
“Can you remind me of the key points related to the waiver…
SSA’s “Heads Up” on Private Pension Benefits
“My client received a notice from the Social Security Administration…
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.
Quick Links
Contact Us
233 South Wacker Drive, Suite 8350
Chicago, IL 60606-7147
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com