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.
Company Reimbursements—Employee Pay or Not?
“Are reimbursements that an employee receives from his or her…
DOL Filing for Top Hat Plans
“Are top hat plans required to file a Form 5500 report with…
Auditor’s Report “Disclaimer of Opinion” for Form 5500 Filings
“What does it mean when the auditor’s report for a plan’s…
In-Service Distributions from Gov’t. 457(b) Plans
“Can a governmental 457(b) plan permit participants to take…
401(k)s, the 2020 RMD Waiver and Rollovers
“My client was told by his human resources representative that…
Social Security and Economic Impact Payments
“My client is retired, receiving Social Security benefits and…
Delayed Deposits of Employee Salary Deferrals Due to Covid-19
“In a recent conversation with one of my plan sponsor clients,…
PPP loans and deductible employer plan contributions
“My client received a Payroll Protection Program (PPP) loan…
Reporting Coronavirus-Related Distributions
“With the creation of Coronavirus-Related Distributions (CRDs)…
CARES Act Payment and IRA Contributions
“My client wants to know the following: 'Can I use my $1,200…
RMDs as annuitized payments
“A unique question arose late last week from an advisor with…
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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