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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jkiffmeyer2022-11-01 15:20:312022-11-01 15:20:31401(k)s and Davis Bacon “Prevailing Wage” Rules
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jkiffmeyer2022-10-27 14:06:402022-10-27 14:06:40Managed Account or Advisor Managed Account—What is the Difference?
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jkiffmeyer2022-10-13 16:31:192022-10-13 16:31:19Beneficiary Disclaimer—Is it All or Nothing?
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jkiffmeyer2022-10-05 11:27:422022-10-05 11:27:42Filing Form 5500 Without an Audit Report
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jkiffmeyer2022-09-28 15:29:582022-09-28 15:29:58“How does a qualified retirement plan benchmark a managed account?”
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jkiffmeyer2022-09-23 10:44:582022-09-23 10:44:58What’s My Limit? Contributions to both a 403(b) and a governmental 457(b) plan
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jkiffmeyer2022-09-14 09:21:532022-09-14 09:21:53Check Your Plan for ACA Notice Requirements
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jkiffmeyer2022-09-07 18:20:582022-09-07 18:20:58Making a “1042” Election
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jkiffmeyer2022-08-31 16:00:452022-08-31 16:04:05“What is the ’20 percent rule’ when defining highly compensated employees?”
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jkiffmeyer2022-08-28 20:04:222022-08-28 20:04:22Applying a QACA Election
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jkiffmeyer2022-08-16 10:17:112022-08-16 10:17:11When a Governance Review Reveals Something is Missing
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jkiffmeyer2022-08-03 09:32:532022-08-03 09:32:53Brokerage Windows–A Matter of Prudence