
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.


Establishing a Solo 401(k) under the New Rules

“Disregarded Entities,” 403(b)s and 457(b)s

Small Estate Affidavits and Retirement Plan Assets

Hierarchy of Payroll Deductions

Is Congress Closing the Backdoor to Roth IRAs?

Cybersecurity and DOL Document Requests

Failed Rollovers

LLC Plan Establishment Deadline

Asset or Stock Sale—Which Could Trigger a Plan Distribution?

UPDATE: Who is an Independent Contractor?

Pooled Plan Providers to Date by State
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