
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.


December 2017 IRA and Retirement Plan Deadlines

Allocating Revenue Sharing Payments


SIMPLE IRA Plan Annual Notices

October–Think “Recharacterization Deadline”

Waiver of the 60-Day Rollover Time Limit

Setting Up a SIMPLE IRA Plan

When are safe harbor 401(k) employer contributions distributable?

Can NUA in employer stock count towards an RMD?

How do the IRS and DOL determine whether a closed MEP exists?

What Constitutes a Partial Plan Termination?
About
John Carl is Founder and President of the Retirement Learning Center, the nation’s preeminent thought leader on retirement issues. He is the Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR and founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education. John also serves on the Government Affairs Committee for the National Association of Plan Advisors.
Quick Links
Contact Us
206 North 7th Street
Brainerd, MN 56401
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com