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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jkiffmeyer2022-05-04 15:41:322022-05-04 15:41:32Roth IRAs v. Designated Roth 401(k)s
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jkiffmeyer2022-04-20 09:09:442022-04-20 09:18:10When might a cash balance plan be a good fit?
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jkiffmeyer2022-04-07 09:57:502022-04-07 09:57:50Get Ready to Explain Lifetime Income Illustrations
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jkiffmeyer2022-03-30 17:38:562022-03-30 17:38:56Designated Roth 401(k) Contributions and IRS Form 8606
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jkiffmeyer2022-03-24 07:26:332022-03-24 07:26:33Deadline for Summary Annual Reports
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jkiffmeyer2022-03-16 16:28:422022-03-16 16:28:42“How is a lump-sum payout of unused vacation treated for plan purposes–is it compensation?”
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jkiffmeyer2022-03-10 15:05:162022-03-10 15:05:16How to make a $28,000 Roth or Traditional IRA contribution
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jkiffmeyer2022-03-02 09:09:202022-03-02 09:09:20Failure to Fulfill PTE 2020-02’s Requirements
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jkiffmeyer2022-02-24 14:43:482022-02-24 14:43:48Dual-Status Hospitals and Retirement Plans
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jkiffmeyer2022-02-17 18:07:492022-02-17 18:07:49Designated Roth Account Rollover and Five-Year Rule
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jkiffmeyer2022-02-09 15:56:002022-02-09 15:56:00Remember the Saver’s Tax Credit
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jkiffmeyer2022-02-09 15:48:152022-02-09 15:48:15“I’m confused about the deadlines for correcting 401(k) plan excesses. Can you give me quick tutorial?”