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.
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…
Valuing employer stock in an ESOP
“My client has an employee stock ownership plan (ESOP). How…
Retirement and life insurance in a qualified retirement plan
“My client has a life insurance policy inside his profit sharing…
Adding In-Service Distributions to a Company’s Retirement Plan
“What are the considerations around adding an in-service distribution…
Tax Reporting of Retirement Plan Contributions for Unincorporated Businesses
“Tax season has me wondering how sole proprietors deduct contributions…
Proxy voting on securities held in qualified plans
“Who or what entity is responsible for proxy voting[1] on securities…
What is an 83(b) election?
“One of my 401(k) clients also has some restricted stock awards…
How is it possible to make a $27,000 IRA contribution by April 15, 2019?
“A colleague of mine said a 60-year-old client couple of his…
Relief for delinquent Form 5500-EZ filers
“I have several clients who run owner-only businesses 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