John Carl

Case of the Week: Changes to Hardship Distributions for 2019

By John Carl | 8/22/2018

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: Qualifying for Medicare on Spouse’s Record

By John Carl | 8/8/2018

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.A recent call with a financial advisor from Minnesota is... READ MORE

Case of the Week: Suspending Plan Loan Repayments

By John Carl | 8/1/2018

Case of the Week: Do SEP and SIMPLE IRA Plans Require an ERISA Fidelity Bond?

By John Carl | 7/25/2018

Case of the Week: Distributions from NQDC Plans

By John Carl | 7/18/2018

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.A recent call with a financial advisor from Texas is... READ MORE

Case of the Week: Safe Harbor Validation of Rollovers

By John Carl | 7/11/2018

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.A recent call with a financial advisor from Texas is... READ MORE

Case of the Week: Medicare Part B Premium Protection

By John Carl | 6/20/2018

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 you Case of the Week to highlight the most relevant... READ MORE

Case of the Week: Form 5500 Limited Scope Audit

By John Carl | 6/13/2018

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.A recent call with a financial advisor from Massachusetts is... READ MORE

Case of the Week: Rollover of Loan Offset and 402(f) Notices

By John Carl | 5/30/2018

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.A recent call from an advisor in Illinois is representative... READ MORE

Case of the Week: Maximum Deferral to a 457(b) Plan

By John Carl | 5/23/2018

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.A recent call with a financial advisor from Massachusetts is... READ MORE

Case of the Week: Plan Documents for 403(b) Plans

By John Carl | 5/16/2018

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. A recent call with a financial advisor from Washington is... READ MORE

Case of the Week: Forms of SEP Plan Documents and When to Use Them

By John Carl | 5/9/2018

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.A recent call with a financial advisor from New York is... READ MORE

Case of the Week: Using Unused PTO as 401(k) Plan Contributions

By John Carl | 5/2/2018

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, including nonqualified plans.A recent call with a financial... READ MORE

Case of the Week: IRC §401(h) Plans

By John Carl | 4/25/2018

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.A recent call with a financial advisor from California is... READ MORE

Case of the Week: Correcting IRC §409A Compliance Errors

By John Carl | 4/18/2018

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.A recent call with a financial advisor from Massachusetts is... READ MORE

Case of the Week: Complete Discontinuance of Plan Contributions

By John Carl | 4/4/2018

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. A recent call with a financial advisor from Colorado is... READ MORE

Case of the Week: Reasonable Interest Rate on Plan Loan

By John Carl | 3/28/2018

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 executive compensation arrangements.A recent call with a financial advisor from Ohio is... READ MORE

Case of the Week: Form 5500 Compliance Questions

By John Carl | 3/14/2018

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 executive compensation arrangements. A recent call with a financial advisor from California is... READ MORE

Case of the Week: Imputed Income

By John Carl | 3/7/2018

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 executive compensation arrangements.A recent call with a financial advisor from Virginia is... READ MORE

Case of the Week: Mid-Year Changes to Safe-Harbor 401(k) Plans

By John Carl | 2/28/2018

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 executive compensation arrangements. A recent call with a financial advisor from Washington, DC is... READ MORE

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