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John Carl

Case of the Week: What Makes a Plan an Electing Church Plan?
By John Carl | 5/26/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: Requesting Plan Documents—What’s Included?
By John Carl | 5/19/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: Real Estate Agents and Retirement Plans
By John Carl | 5/12/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: ERISA Fidelity Bond Failure—So What?
By John Carl | 5/4/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: No More Age Restriction for Traditional IRA Contributions
By John Carl | 4/28/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: 401(k) Plans for Owner-Only Businesses
By John Carl | 4/21/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: Retirement Plan Benefits and Prenuptial Agreements Do Not Mix
By John Carl | 4/14/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: Active Plan Participation May Affect IRA Deductibility
By John Carl | 4/7/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: The Line Between Education and Fiduciary Advice
By John Carl | 3/31/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: How to Make a Legitimate $28,000 IRA Contribution
By John Carl | 3/24/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: Does the receipt of dividends on employer stock held in a 401(k) negate a lump sum distribution?
By John Carl | 3/17/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: Linking Student Loan Repayments and 401(k) Plan Contributions
By John Carl | 3/9/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: Limited Liability Companies and Plan Income
By John Carl | 2/24/2021
  The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: Plan Establishment Deadlines
By John Carl | 2/17/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: COVID-Related Paid Sick Leave and Salary Deferrals
By John Carl | 2/3/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: SPAC Investing
By John Carl | 1/27/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: Definition of Compensation When Safe Harbor Match is Eliminated Mid-year
By John Carl | 1/20/2021
  The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: Lump Sum Distribution Triggers and NUA
By John Carl | 1/13/2021
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE
Case of the Week: PPP Loans and Deductible Employer Contributions
By John Carl | 1/6/2021
Responding to a question from a financial advisor in Massachusetts, the ERISA consultants at the Retirement Learning Center Resource addressed a common inquiry related to Paycheck Protection Program (PPP) loans. The ERISA consultants at the Retirement Learning Center Resource regularly receive... READ MORE
Case of the Week: California and Oregon State-sponsored Retirement Plans
By John Carl | 12/30/2020
The ERISA consultants at the Retirement Learning Center Resource 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 plans. We bring Case of the Week to you to highlight the most... READ MORE

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