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.
Terminating a defined contribution plan
“My client is thinking of terminating the 401(k) plan for her…
Plan Overdraft Services
“A bank serves as the trustee of my client’s retirement plan.…
Two Plans–Two Limits?
“My client is a fireman who participates in the department’s…
Reduction in Workforce and Partial Plan Terminations
“My client had a 35 percent reduction in workforce in January…
Plan Permanency
“I have a client who set up a defined benefit plan last year…
August 31 Is 2020 RMD Rollover Deadline For Some
“Can you remind me of the key points related to the waiver…
SSA’s “Heads Up” on Private Pension Benefits
“My client received a notice from the Social Security Administration…
Form 5500 and the Automatic Filing Extension
“My client failed to file his Form 5500 for his company’s…
Self-certification of Coronavirus-related distributions and plan loans
“Plan sponsors can rely on participants to ‘self-certify’…
Qualified plan loans and Coronavirus-related distributions
“If a qualified plan participant defaults on a plan loan, can…
“How did beneficiary distribution options change under the SECURE Act?”
ERISA consultants at the Retirement Learning Center (RLC) Resource…
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