
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.


“How does a qualified retirement plan benchmark a managed account?”

What’s My Limit? Contributions to both a 403(b) and a governmental 457(b) plan

Check Your Plan for ACA Notice Requirements

Making a “1042” Election

“What is the ’20 percent rule’ when defining highly compensated employees?”

Applying a QACA Election

When a Governance Review Reveals Something is Missing

Brokerage Windows–A Matter of Prudence

IRS as Creditor

Lead Employer Leaves MEP

Investment Advice Fiduciary, PTE 2020-02 and Enforcement Deadlines
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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Brainerd, MN 56401
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com