
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.


H-1B Workers in the Retirement Plan?

Time to Deal with Mergers

What is the Definition of Compensation for HCEs

Possible Delay for Investment Advice Fiduciary Regulations

Participant in SIMPLE IRA and 401(k) with Separate Employers


ESOP Tax Advantaged 1042 exchange

401(k) and Nonqualified Deferred Compensation plans

RMDs and More than 5 Percent Owners

Non Spouse Beneficiary Rollovers

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