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.
Comparing profit sharing allocation formulas
“What are the most common contribution formulas for profit…
Definitions of compensation for plan purposes
“What definition of compensation does a 401(k) plan use in…
Payroll Deduction IRA vs. Employer-Sponsored IRA
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“Is there a difference between payroll deduction IRAs and employer-sponsored…
Deadlines for Adopting 401(k) Safe Harbor Provisions
“Is it too late to establish as 401(k) safe harbor plan for…
Sham termination of employment and distributions
“What are the rules regarding firing an employee, allowing…
Changes to hardship distributions for 2019
“Are the rules for hardship distributions from 401(k) plans…
Defined Benefit Plan Annual Funding Notice
What information does the Annual Funding Notice for a defined…
Qualifying for Medicare on Spouse’s Record
“I have a 68-year-old client whose spouse will be 65 this year.…
Suspending Plan Loan Repayments
“Under what circumstances, if any, can a 401(k) plan participant…
SEP and SIMPLE IRA Plans and ERISA Fidelity Bonds
“Do SEP and SIMPLE IRA Plans Require an ERISA Fidelity Bond?”
ERISA…
Distributions from Nonqualified Deferred Compensation Plans
“With respect to distributions from nonqualified deferred compensation…
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Since being founded by John Carl more than 20 years ago, RLC has been the retirement industry’s go-to resource for outsourced ERISA consulting, thought leadership, and business building value add strategies. RLC’s goal is always to be the nation’s preeminent thought leader on retirement issues.
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Email: info@retirementlc.com