
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.


“I’m confused about the deadlines for correcting 401(k) plan excesses. Can you give me quick tutorial?”

DOL Enforcement Deadlines for PTE 2020-02

Remember Plan Tax Credits for 2021

EINs for Qualified Retirement Plan Trusts

Group of Plans or Defined Contribution Group Plans

Governmental 457(b) Plans and Corrections

401(k) Plans, Distributions and Spousal Consent

2021 Qualified Charitable Distributions from IRAs

Privacy Notices and Retirement Plans

Establishing a Solo 401(k) under the New Rules

“Disregarded Entities,” 403(b)s and 457(b)s
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.
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206 North 7th Street
Brainerd, MN 56401
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com