
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 do the IRS and DOL determine whether a closed MEP exists?

What Constitutes a Partial Plan Termination?

Non Statutory Stock Options and 401(k) Deferrals

401(k) Plan Comparative Fee Chart

Change in Plan Blackout Ending Date

Cyber Security and Retirement Plans

Federal Withholding on an In-Plan Roth Conversion

What does it take to be a QACA?

Decrease in Employer Stock Value

Fiduciary Rule Transition

Definition of Disability for Early Distribution Penalty
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