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.
Lump Sum Distribution Triggers and NUA
“I recently took on a client who has stock of his employer…
PPP Loan and Deductible Employer Contributions
“My client received a PPP loan for his small business to help…
California and Oregon State-Sponsored Retirement Plans
“I have several clients who are employers based in California…
Coronavirus-Related Distributions and State Tax Withholding
“I know that CRDs are not subject to federal income tax withholding…
Qualified Charitable Distributions in 2020
“I have a client who consistently has made Qualified Charitable…
Suspending Social Security retirement benefits
My client, who is 62 years old, just lost his job. He wants to…
Retirement Plans for Statutory Employees
“One of my business-owner clients employs ‘statutory employees.’…
Still Time for a 2020 Nonelective Safe Harbor Plan?
“Although it is already November, can my client amend her traditional…
401(k) Plan and Embezzlement
“If a former employee embezzled money from his employer (who…
Relief for Variable Rate PBGC Premiums
“My client is delaying a portion of her defined benefit plan…
Are conduit IRAs still a thing?
“My client wants to take an in-service distribution from his…
About
Since being founded by John Carl more than 20 years ago, RLC has been the retirement industry’s go-to resource for outsourced ERISA consulting, thought leadership, and business building value add strategies. RLC’s goal is always to be the nation’s preeminent thought leader on retirement issues.
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Chicago, IL 60606-7147
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com