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John Carl

IRS Cuts Back on Access to Retirement Plan Technical Answers
By John Carl | 10/7/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Can a Plan Charge Fees to Terminated Participants But Not Active Ones?
By John Carl | 9/29/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
What is a Pension Buyout?
By John Carl | 9/22/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: Plan Cash-outs and Automatic Rollovers
By John Carl | 9/15/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: Correcting Plan Participant Overpayments
By John Carl | 9/9/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: The 80-120 Participant Rule
By John Carl | 9/1/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: The End of Certain Lump Sum Windows
By John Carl | 8/26/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: Alcatel-Lucent’s Lump-Sum Offer
By John Carl | 8/19/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: Selecting an Independent Qualified Plan Accountant
By John Carl | 8/12/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: Qualified Plans and the One-Rollover-Per-Year Rule
By John Carl | 8/4/2015
ERISA consultants on the Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in California is representative of a common question related the one-... READ MORE
Case of the Week: SEC’s ReTIRE Initiative
By John Carl | 7/29/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: Timeline for Proposed Investment Advice Rules
By John Carl | 7/21/2015
• The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: The Importance of Beneficiary Audits
By John Carl | 7/7/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with an advisor in Maryland is... READ MORE
Case of the Week: Roth IRA Beneficiary Options
By John Carl | 6/30/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: Comparing IRA and Plan Distributions for Repairs to a Residence
By John Carl | 6/23/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with an advisor in Maryland is... READ MORE
Case of the Week: Terminating a 403(b) Plan and the Successor Plan Rule
By John Carl | 6/16/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: DOL Fiduciary Investigation Guidelines
By John Carl | 6/9/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with a financial advisor in... READ MORE
Case of the Week: Brother-Sister Controlled Groups
By John Carl | 6/2/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with an advisor in Tennessee... READ MORE
Case of the Week: Controlled Groups
By John Carl | 5/19/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with an advisor in Connecticut... READ MORE
Case of the Week: Suspending Loan Payments
By John Carl | 5/13/2015
The ERISA consultants at the Learning Center Resource Desk, which is available through Columbia Threadneedle Investments, regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. A recent call with an advisor in Minnesota... READ MORE

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