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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 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...
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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...
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By John Carl 8/1/2018
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...
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By John Carl 7/25/2018
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. We bring Case of the Week to you to highlight the most...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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