Jenny Kiffmeyer, JD

Case of the Week: Regular Beneficiary Audits Are a Must

By Jenny Kiffmeyer, JD | 4/24/2024

ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock... READ MORE

Case of the Week: Nonprofit Mergers and Acquisitions

By Jenny Kiffmeyer, JD | 4/17/2024

The Social Security Earnings Test: Are IRA Assets Earnings?

By Jenny Kiffmeyer, JD | 4/10/2024

Case of the Week: When Might a Cash Balance Plan Be a Good Fit?

By Jenny Kiffmeyer, JD | 4/3/2024

Case of the Week: 1035 Exchanges

By Jenny Kiffmeyer, JD | 3/27/2024

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, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and... READ MORE

Case of the Week: Rollovers as Business Startups (ROBS)

By Jenny Kiffmeyer, JD | 3/20/2024

Case of the Week: Remote Witnessing

By Jenny Kiffmeyer, JD | 3/6/2024

Case of the Week: March 1st and Excess Salary Deferrals

By Jenny Kiffmeyer, JD | 2/28/2024

Nongovernmental 457(b) Plans and Rollovers … the Two Don’t Mix

By Jenny Kiffmeyer, JD | 2/21/2024

Case of the Week: State and Local Plans for Public Employees—Are They Protected?

By Jenny Kiffmeyer, JD | 2/14/2024

Case of the Week: Long-Term, Part-Time Employees and Liberal Plan Entry

By Jenny Kiffmeyer, JD | 2/7/2024