Beneficiary Distribution Options under the SECURE Act
CARES Act Pre-Amendment Checklist
Practical and Tactical Actions for Plans Amid the Challenging Environment
Rollover Checklist
Plan Sponsor’s Duty to Select and Monitor 3(21) or 3(38) Fiduciary Remains
Roth IRA Distribution Ordering Rules
Investment Policy Statement Checklist
Defining ERISA Fiduciaries
The Retirement Resource Guide: Essential ERISA Education and Best Practices for Financial Advisors
“The Award-Winning Retirement Industry bible!”
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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206 North 7th Street
Brainerd, MN 56401
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com
