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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 3/6/2013
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 Oregon is representative of...
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By John Carl 2/26/2013
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 Columbia Management wholesaler for the West Coast area...
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By John Carl 2/19/2013
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 an advisor in California is representative of a common...
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By John Carl 2/12/2013
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 advisor in Utah is representative of a common inquiry...
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By John Carl 2/6/2013
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 an advisor in Minnesota is representative of a common...
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By John Carl 1/30/2013
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 advisor in Minnesota is representative of a common...
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By John Carl 1/23/2013
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 advisor in Florida is representative of a common...
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By John Carl 1/17/2013
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 an advisor in Ohio is representative of a common inquiry...
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By John Carl 1/8/2013
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 advisor in Massachusetts is representative of a common...
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By John Carl 1/3/2013
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 advisor in Michigan is representative of a common...
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By John Carl 12/27/2012
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 Pennsylvania is representative of a common...
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By John Carl 12/18/2012
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 Colorado is representative of a common...
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By John Carl 12/11/2012
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 from an advisor in Michigan is representative of a common...
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By John Carl 12/5/2012
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 from an advisor in South Carolina illustrates a concern small...
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By John Carl 11/28/2012
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 New York is representative of a common...
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