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
Valuing Life Insurance
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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