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) After-Tax Contributions May Be Testy–But Worth It
“What are the limitations, if any, on making after-tax contributions…
When SIMPLE IRA plans are not so simple Part II the 100-employee limit
“My client maintains a SIMPLE IRA plan for his small business.…
When SIMPLE IRA plans aren’t so simple Part 1 Mergers and Acquisitions
Following an acquisition, can a business owner continue to offer…
Annuity provider selection safe harbor for defined contribution plans
“Has the Department of Labor (DOL) issued guidance on how to…
Correcting governmental 457(b) plans
“Does the IRS have a correction program that covers 457(b)…
Deferral election timing for the self employed
“Several of my clients are self-employed and have 401(k) plans.…
What is a Long-Term Incentive Plan?
“My client says she has a Long-Term Incentive Plan (LTIP).…
Discretionary plan trustee vs. directed trustee
“What defines a discretionary plan trustee vs. a directed plan…
Retirement Savings Tax Credit
“What contributions are eligible for the retirement savings…
Defined contribution plans and QJSA/QOSA/QPSA requirements
“Are defined contribution plans subject to the survivor annuity…
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