
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.


New RMD Age and Plan Delay

Mandatory Automatic Enrollment—Is My Plan Grandfathered?

CalSaver’s Plan and Federal Plan Startup Tax Credit

403(b)s and CITs—Yes or No?

Group of Plans Audit Requirement

Too Late for a SAR?

The ABCs of 401(h) Plans

Is There Still Time for a Safe Harbor Plan for 2022?

The Dos and Don’ts of Aggregating Required Minimum Distributions

Roth IRA or In-Plan Conversion Deadline for 2022 Taxation

Don’t Forget About the Benefits of a Qualified Charitable Distribution for 2022
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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Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com