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John Carl

Case of the Week: When Might a Cash Balance Plan Be a Good Fit?
By John Carl | 4/20/2022
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: Get Ready to Explain Lifetime Income Illustrations
By John Carl | 4/6/2022
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: Designated Roth 401(k) Contributions and IRS Form 8606
By John Carl | 3/30/2022
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: Deadline for Summary Annual Reports
By John Carl | 3/23/2022
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 Vacation Pay and Plan Compensation
By John Carl | 3/16/2022
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 $28,000 Roth or Traditional IRA Contribution
By John Carl | 3/9/2022
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: Failure to Fulfill PTE 2020-02’s Requirements
By John Carl | 3/2/2022
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: Dual-Status Hospitals and Retirement Plans
By John Carl | 2/23/2022
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: Designated Roth Account Rollovers and the 5-Year Rule
By John Carl | 2/16/2022
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) Excesses
By John Carl | 2/9/2022
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 the Case of the Week to highlight the most... READ MORE
Case of the Week: Remember the Saver’s Tax Credit
By John Carl | 2/3/2022
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: DOL Enforcement Deadlines for PTE 2020-02
By John Carl | 1/26/2022
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: Remember Plan Tax Credits for 2021
By John Carl | 1/19/2022
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: EINs for Qualified Retirement Plan Trusts
By John Carl | 1/12/2022
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: Groups of Plans
By John Carl | 1/5/2022
Responding to a question from a financial advisor in New York, the ERISA consultants at the Retirement Learning Center Resource addressed a common inquiry related to types of retirement plans. The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial... READ MORE
Case of the Week: Rollovers and Documentation
By John Carl | 12/15/2021
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: Governmental 457(b) Plans and Corrections
By John Carl | 12/8/2021
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 and Spousal Consent
By John Carl | 12/1/2021
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: 2021 Qualified Charitable Distributions from IRAs
By John Carl | 11/24/2021
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: Privacy Notices and Retirement Plans
By John Carl | 11/17/2021
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

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