John Carl

Case of the Week: Retirement Plan Tax Credits

By John Carl | 1/21/2014

The ERISA consultants at the Columbia Management 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. A recent call with an advisor in South Carolina is representative of a... READ MORE

Case of the Week: Status of DOL's Fiduciary Rule

By John Carl | 1/14/2014

Case of the Week: Married Couple Makes $26,000 IRA Contribution — Say What?

By John Carl | 1/7/2014

Case of the Week: 2013 Year-End Reminders

By John Carl | 12/17/2013

The ERISA consultants at the Columbia Management 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. A recent call with a financial advisor in Pennsylvania is representative of... READ MORE

Case of the Week: IRAs and Real Estate

By John Carl | 12/4/2013

The ERISA consultants at the Columbia Management 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. A recent call with a financial advisor in Michigan is representative of a... READ MORE

Case of the Week: Plan Loans and Reasonable Rates of Interest

By John Carl | 11/26/2013

The ERISA consultants at the Columbia Management 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. A recent call with a financial advisor in Indiana is representative of a... READ MORE

Case of the Week: How and When Should Plan Sponsors Use Forfeitures?

By John Carl | 11/19/2013

The ERISA consultants at the Columbia Management 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. A recent call with a financial advisor in Alabama is representative of a... READ MORE

Case of the Week: Independent Contractor or Employee?

By John Carl | 11/12/2013

The ERISA consultants at the Columbia Management 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. A recent call with an independent advisory group in Massachusetts is... READ MORE

Case of the Week: Qualified Charitable Distributions from IRAs

By John Carl | 11/6/2013

The ERISA consultants at the Columbia Management 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. A recent call with a financial advisor in Pennsylvania is representative of... READ MORE

Case of the Week: 457 Plans and Public Safety Employees

By John Carl | 10/29/2013

Case of the Week: Fiduciary Responsibility and Share Classes

By John Carl | 10/23/2013

Case of the Week: ERISA Budget and Matching Contributions

By John Carl | 10/16/2013

Case of the Week: Controlled Group Designations

By John Carl | 10/9/2013

Case of the Week: California Secure Choice Retirement Savings Trust

By John Carl | 10/2/2013

Case of the Week: Safe Harbor 401(k) Adoption Deadline for Profit Sharing Plans

By John Carl | 9/24/2013

The ERISA consultants at the Columbia Management 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. A recent call with a financial advisor in New York is representative of a... READ MORE

Case of the Week: What is ‘Reasonable’ Timing for Service Provider Disclosures for New Contracts?

By John Carl | 9/19/2013

The ERISA consultants at the Columbia Management 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. A recent call with a financial advisor in New Jersey is representative of a... READ MORE

Case of the Week: Passive or Active Business Activity and the Net Investment Income Tax

By John Carl | 9/11/2013

The ERISA consultants at the Columbia Management 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. A recent call with a financial advisor in California is representative of a... READ MORE

Case of the Week: Impact of Same-Gender Marriage Laws

By John Carl | 9/4/2013

The ERISA consultants at the Columbia Management 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. A recent call with a financial advisor in Minnesota is representative of a... READ MORE

Case of the Week: What is the Maximum Amount a Self-employed Person Can Contribute to an Owner-only 401(k) Plan?

By John Carl | 8/27/2013

The ERISA consultants at the Columbia Management 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. A recent call with a financial advisor in Ohio is representative of a common... READ MORE

Case of the Week: IRS Examinations of Qualified Plans

By John Carl | 8/20/2013

The ERISA consultants at the Columbia Management 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. A recent call with a financial advisor in Texas is a common inquiry... READ MORE

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