
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.


Form 5500 and the Automatic Filing Extension

Self-certification of Coronavirus-related distributions and plan loans

Qualified plan loans and Coronavirus-related distributions

“How did beneficiary distribution options change under the SECURE Act?”

Reducing or Suspending 401(k) Safe Harbor Contributions Mid-Year under Notice 2020-52

Company Reimbursements—Employee Pay or Not?

DOL Filing for Top Hat Plans

Auditor’s Report “Disclaimer of Opinion” for Form 5500 Filings

In-Service Distributions from Gov’t. 457(b) Plans

401(k)s, the 2020 RMD Waiver and Rollovers

Social Security and Economic Impact Payments
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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Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com