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.
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jkiffmeyer2020-08-20 12:08:502020-08-20 12:08:50SSA’s “Heads Up” on Private Pension Benefits
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jkiffmeyer2020-08-11 14:29:082020-08-11 14:29:08Form 5500 and the Automatic Filing Extension
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jkiffmeyer2020-07-29 13:05:312020-07-29 13:05:31Self-certification of Coronavirus-related distributions and plan loans
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jkiffmeyer2020-07-22 13:20:412020-07-22 13:20:41Qualified plan loans and Coronavirus-related distributions
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jkiffmeyer2020-07-15 10:42:032020-07-15 10:42:03“How did beneficiary distribution options change under the SECURE Act?”
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jkiffmeyer2020-07-06 16:23:432020-07-06 16:23:43Reducing or Suspending 401(k) Safe Harbor Contributions Mid-Year under Notice 2020-52
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jkiffmeyer2020-06-25 14:37:032020-06-25 14:37:03Company Reimbursements—Employee Pay or Not?
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jkiffmeyer2020-06-18 09:01:132020-06-18 09:01:13DOL Filing for Top Hat Plans
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jkiffmeyer2020-06-10 09:07:152020-06-10 09:18:18Auditor’s Report “Disclaimer of Opinion” for Form 5500 Filings
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jkiffmeyer2020-06-03 09:51:062020-06-03 09:51:06In-Service Distributions from Gov’t. 457(b) Plans
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jkiffmeyer2020-05-28 17:25:002020-05-28 17:41:56401(k)s, the 2020 RMD Waiver and Rollovers
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jkiffmeyer2020-05-20 16:58:412020-05-20 16:58:41Social Security and Economic Impact Payments