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
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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