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.
Designated Roth Account Rollover and Five-Year Rule
"My client participates in a 401(k) plan, has a Designated Roth…
Remember the Saver’s Tax Credit
“Can you remind me of the special tax credit available for…
“I’m confused about the deadlines for correcting 401(k) plan excesses. Can you give me quick tutorial?”
ERISA consultants at the Retirement Learning Center Resource…
DOL Enforcement Deadlines for PTE 2020-02
An advisor asked: “I’m confused by the compliance deadlines…
Remember Plan Tax Credits for 2021
“Can you remind me of the special tax credits available for…
EINs for Qualified Retirement Plan Trusts
“Can a business owner use the company’s employer identification…
Group of Plans or Defined Contribution Group Plans
“Are there any new plan types for 2022?”
ERISA consultants…
Governmental 457(b) Plans and Corrections
“Are there any guidelines for correcting governmental 457(b)…
401(k) Plans, Distributions and Spousal Consent
“Do 401(k) plans require the spouse of a plan participant…
2021 Qualified Charitable Distributions from IRAs
“The Setting Every Community Up for Retirement Enhancement…
Privacy Notices and Retirement Plans
“One of my clients who sponsors a 401(k) plan asked about the…
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.
Quick Links
Contact Us
233 South Wacker Drive, Suite 8350
Chicago, IL 60606-7147
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com