
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) Plan and Embezzlement

Relief for Variable Rate PBGC Premiums

Are conduit IRAs still a thing?

State-sponsored retirement plans for private-sector workers

Terminating a defined contribution plan

Plan Overdraft Services

Two Plans–Two Limits?

Reduction in Workforce and Partial Plan Terminations

Plan Permanency

August 31 Is 2020 RMD Rollover Deadline For Some

SSA’s “Heads Up” on Private Pension Benefits
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