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.
What is a stretch IRA?
“What is a stretch IRA?”
ERISA consultants at the Retirement…
What is 412(e) plan?
ERISA consultants at the Retirement Learning Center (RLC) Resource…
IRS exams and Form 872
“My client is going through an IRS examination of his company’s…
CalSavers Sign Up Begins
“The CalSavers program has been in the news. What is it?”
ERISA…
De-villainizing Backdoor Roth IRAs
“Backdoor Roth IRAs sound bad. Are they?”
ERISA consultants…
What is a “flexible” ERISA 3(38)
“Is there such a thing as a ‘flexible’ ERISA 3(38) fiduciary?”…
Qualified Separate Line of Business
“How are the qualified separate line of business (QSLOB) rules…
401(k) Plan Committee Charter
“If a 401(k) plan has an investment or administrative committee,…
Form 5500 and the “80-120 Rule”
“My client was told by the record-keeper for her plan that…
Contribution limits with combined DB/DC plans
“I am meeting with a new client who has a defined benefit (DB)…
Universal Availability Rule
“Can you explain the universal availability rule and does that…
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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Chicago, IL 60606-7147
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com