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: John Carl
John is the author of the Case of the Week.
He is the Founder and President of the Retirement Learning Center, a founding lecturer for The Retirement Advisor University (TRAU) and Executive Director of the PLANSPONSOR Institute. John is a highly sought after industry insider who travels the country educating groups of financial professionals on the very latest in retirement legislation, forecasts and developments affecting the industry.
John’s extensive industry experience includes running Alliance Capital’s DC initiative (including creating and running Rhode Island’s 529 savings plan) and directing Global Product Management for the firm. He has also been a branch and regional sales manager for Prudential Securities and an independent financial advisor.
In 2012, 401kWire named John as one of the most influential individuals in the 401(k) industry for the sixth consecutive year. He released his first book in 2009, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors.
Article Index
By John Carl 5/5/2015
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...
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By John Carl 4/28/2015
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 Texas...
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By John Carl 4/22/2015
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 Ohio...
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By John Carl 4/14/2015
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...
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By John Carl 4/7/2015
ERISA consultants at 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 Tennessee is representative of a question we commonly receive related...
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By John Carl 3/17/2015
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 Connecticut is representative of a common...
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By John Carl 3/3/2015
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 Wisconsin is representative of a...
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By John Carl 2/24/2015
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 Maine is representative of a...
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By John Carl 2/18/2015
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 Massachusetts is representative of...
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By John Carl 2/11/2015
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 Idaho is representative of a common inquiry...
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By John Carl 2/3/2015
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. They recently received a call from an advisor in Illinois about a British...
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By John Carl 1/20/2015
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 Missouri addressed federal tax reform tax...
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By John Carl 1/13/2015
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 Minnesota is representative of a common...
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By John Carl 1/6/2015
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...
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By John Carl 12/23/2014
President Obama has signed into law H.R. 5771, legislation that restores qualified charitable distributions for 2014. We’ve updated our Case of the Week post on the QCD situation, originally published in November. The updated post is here. The Columbia Management Retirement Learning Center...
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By John Carl 12/17/2014
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 a financial advisor in Minnesota is representative of a...
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By John Carl 12/9/2014
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 a financial advisor in Nevada is representative of a...
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By John Carl 12/1/2014
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 a financial advisor in the Southeast/Mid-Atlantic region...
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By John Carl 11/24/2014
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 a financial advisor in New York is representative of a...
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By John Carl 11/17/2014
Editor's Note: This post has been updated to reflect the enactment of H.R 5771, which reinstated QCDs for 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...
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